105
Advisor Development Program - Relationship Manager
jobs
330
jobs in
Winter Springs, FL
Find out how you match this company
Job
Company
Description
Salary
Benefits
Summary
Job trends
Job openings
Company Description
At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. We deliver this through a focus on responsible growth and environmental, social and governance (ESG) leadership.We are driving growth - helping to create jobs, develop communities, foster economic mobility and address society’s biggest challenges – while managing risk and providing a return to our clients and our shareholders. Because we recognize that we can only be successful when the individuals, companies, communities and employees we serve are able to reach their vision of success.
Job Description
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 a specialist in one of over 4,000 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 dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role and throughout your career journey.
As an Advisor Development Program Relationship Manager (ADP RM), your journey begins working in a financial center where you will learn Bank of America s core banking and approach to client care. During this stage, you will be taught the foundational skills needed to be a future advisor from acquiring, building and managing client relationships to humanizing financial interactions - we ll equip you with everything you need as you move through the stages of development.
Once you have honed your skills and demonstrated success as an ADP RM, you typically will progress into the next stage of training, the Financial Solutions Advisor I role. During this stage, you ll obtain the required licenses, continue building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients all preparing you for a future as a Financial Solutions Advisor. Here you will be able to consider a client s entire, complex financial picture and then guide them with advice and solutions to help them achieve all of their life priorities and financial goals.
We ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success. You ll enroll in our Advisor Development Program and begin your learning with our Academy to develop as an ADP Relationship Manager.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Build connections. Work in the center of the financial universe, tapping into a range of experts from mortgage lenders to investment analysts.
- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.
- Obtain SIE, Series 7 & 66 (63 & 65 accepted, in lieu of 66); you must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days once in FSA Stage I - a requirement for the role.
As an Advisor Development Program RM, you can look forward to
- Unlimited potential for financial growth.
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
Required Skills
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicates clearly and confidently with clients from all walks of life.
- Works well with others and collaborates productively to get things done.
- Can manage complexity, prioritize tasks and execute in a fast-paced environment.
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do s and long-term strategies for clients.
Desired Skills
- Strong computer skills with an ability to multitask in a demanding environment.
- 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.
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
This job was posted on Fri Feb 08 2019 and expired on Sat Mar 02 2019.
Minimum $35K/yr
$40K/yr Average
Maximum $53K/yr
- Flexible Spending Account (FSA)
Bank of America
Description
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. The company strives to help all of its employees reach their full potential, with a culture that promotes mutual trust, shared ownership and accountability as well as diversity and inclusion. Bank of America is seeking to hire individuals with a genuine interest in the business and a passion for serving clients, and places a premium on knowledge in different areas and diverse experience.
Location
Multiple locations
Industry
Commercial Banking Companies
Total job postings in the past
Based on 130 job boards, duplications excluded
0
Average posting lifetime
Total job posting distribution in the past
Based on 130 job boards, duplications excluded
Similar jobs in the area