Bofa Careers – Development Program Advisor

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

Job Responsibilities:

• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days – a requirement for the role.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

Job Requirements:

• Communicates clearly and confidently with clients from all walks of life.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• Efficiently manages your time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Works well with others and collaborates productively to get things done.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

Qualification & Experience:

• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Job Details:

Company: Bank of America

Vacancy Type:  Full Time

Job Location: Fayetteville, NC, US

Application Deadline: N/A

Apply Here

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