
Career Path in Advanced Financial Planning
1 day ago
About Us:
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and guidance.
We believe that trust is built on transparency, and our team of dedicated professionals is equipped with the expertise and resources needed to deliver exceptional client service.
Our Vision:
As a leading provider of comprehensive wealth management and investment products, we strive to empower our clients to live their best financial lives.
Job Description:
This role offers an exciting opportunity for individuals who are passionate about building strong relationships with clients and providing them with tailored advice and solutions.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), you will be responsible for obtaining your Securities Industry licenses and learning the foundational skills needed to become a successful advisor.
You will work closely with our experienced team to develop your skills and knowledge, including acquiring, building and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions.
Key Responsibilities:
- Obtain Securities Industry licenses
- Learn foundational skills needed to become a successful advisor
- Build strong relationships with clients
- Provide tailored advice and solutions
- Work closely with experienced team members
Requirements:
- Confidence working in a sales role
- Ability to build strong client relationships
- Proactive mindset and effective time management
- Results-driven mindset and prioritization of client interests
- Identify appropriate client solutions
- Apply relevant regulatory due diligence
Benefits:
- Competitive compensation package
- Opportunities for career growth and development
- Collaborative and dynamic work environment
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