Wealth Solutions Advisor Trainee

Bank of America; Oklahoma City (OK); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This role offers the chance to establish your credentials while helping clients achieve their financial aspirations through personalized advisory services.

As a part of the Advisor Development Program, you'll gain comprehensive training, obtaining necessary licenses, and developing essential financial advising skills. This includes providing valuable investment advice and nurturing client relationships in a collaborative environment.

Your success can lead to further career advancements within Merrill, offering a pathway toward becoming a core Financial Advisor with support throughout your career journey.

Qualifications

• Sets and accomplishes goals in a sales environment.
• Communicates clearly with clients from diverse backgrounds.
• Works collaboratively in a fast-paced environment.
• Adapts quickly to new information and solutions.

Responsibilities

• Obtain Securities Industry licenses through dedicated study.
• Build client relationships and manage financial solutions.
• Progress through stages to a Financial Solutions Advisor.
• Participate in dedicated programs for career development.

Skills

Goal setting

Sales

Communication

Collaboration

Complexity management

Adaptability

Time management

Regulatory due diligence

Education

Bachelor's degree

1-2 years’ experience in financial services or sales

Tools

Computer skills

Job description

Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This role offers the chance to establish your credentials while helping clients achieve their financial aspirations through personalized advisory services.

As a part of the Advisor Development Program, you'll gain comprehensive training, obtaining necessary licenses, and developing essential financial advising skills. This includes providing valuable investment advice and nurturing client relationships in a collaborative environment.

Your success can lead to further career advancements within Merrill, offering a pathway toward becoming a core Financial Advisor with support throughout your career journey.