Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center

$28.85–$33.65/hrFull-time · Berkeley, CA
✓ Verified live on the employer's own system · added 9 days ago
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Junior · 1+ yr exp

Requirements

Education: Bachelor's degree

Experience: 1+ year

Skills & tools

Wealth ManagementTeam LeadershipSecuritiesInsurance LicenseRelationship ManagementSalesCommunicationsDue Diligence

Benefits — mentioned in this posting

Health, dental & vision
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Full job description

the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

- Displays confidence working in a sales role - Builds strong client relationships through effective communication and collaboration - Displays a proactive mindset and effective time management - Demonstrates a results-driven mindset and prioritizes client interests - Identifies appropriate client solutions through application of learnings and new information - Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience - Learns and adapts to new technology or applications - Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. 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 to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

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This posting was published by Bank of America on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.