Career Growth Advisor
2 days ago
About the Role:
We are seeking a skilled and ambitious Financial Solutions Advisor to join our team. As an Advisor Development Program (ADP) participant, you will embark on a comprehensive journey of growth and development.
Your role will involve obtaining Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Upon licensure, you will be taught the foundational skills needed to excel as a financial advisor – from acquiring, building, and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions.
As you progress through the ADP stages, you will work in a financial center, delivering Bank of America's core banking, investment solutions, and approach to client care. You will be equipped with everything you need to succeed as you move through the stages of development.
This position requires SAFE Act registration. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and submit to the required background check and registration process.
Key Responsibilities:
- Build strong client relationships through effective communication and collaboration
- Demonstrate a proactive mindset and effective time management
- Prioritize client interests and identify appropriate client solutions
- Apply relevant regulatory due diligence in daily activities and creating long-term client strategies
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