Advisor Development Program Financial Solutions Advisor Trainee: Towne West Financial Center Wichita, KS (Bi-lingual Spanish Required)

About the position

Responsibilities

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
  • Learn foundational skills to be an advisor, including acquiring, building, and managing client relationships.
  • Consider a client's complex financial picture and provide advice and solutions.
  • Work in a financial center to deliver Bank of America's core banking and investment solutions.
  • Build a portfolio of affluent and high net worth clients as a Merrill Financial Solutions Advisor.

Requirements

  • 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.
  • Bilingual Spanish.

Nice-to-haves

  • 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.

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being.
  • Opportunities to learn, grow and make an impact.
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