Financial Advisor Business Development Program

Bank of America Corporation
Job Title
Financial Advisor Business Development Program
Job Type
Full-time, Part-time
Meridian, MS 39301
Last Active

Job Description: The Financial Advisor Trainee engages in: *Developing a book of business in order to meet and exceed the required performance hurdles * Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs * Recommending investment products and services that are suitable for prospects and clients based on their objectives, resourc…

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