Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish
Dover · Full-time · Posted May 5, 2025
- Experience
- No minimum required; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- Bachelor’s degree is desired.
About the job
Trains to become a financial advisor by obtaining securities licenses, developing client-advisory skills, and delivering banking and investment solutions at a financial center.
What you'll do
- Study for and obtain the SIE, Series 7, and Series 66 licenses.
- Build and manage client relationships, assess financial needs, and recommend appropriate advice and solutions.
- Deliver Bank of America banking and investment solutions and client care in a financial center.
What they ask for
- Confidence working in a sales role and ability to build client relationships through effective communication and collaboration.
- Proactive mindset, effective time management, and results-driven approach that prioritizes client interests.
- Ability to identify client solutions using new information and apply regulatory due diligence.
- Bilingual Spanish.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
- Ability to adapt to new technology and applications and execute multiple tasks simultaneously.
Tools
SIE, Series 7, Series 66
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