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...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
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...
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...