Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and focus on client care. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
#FINANCIAL ADVISOR BUILDING CLIENT BASE SERIES#
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.Īs a Financial Solutions Advisor Trainee in the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials, Series 7 and Series 66 Exams. 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.
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. 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. 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. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country.
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