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Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center

Other-InternNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 8 days ago

No clicks

**Financial Solutions Advisor Trainee** role available at New Haven Green Financial Center, part of our Advisor Development Program. We're seeking a motivated junior professional with 0-2 years' relevant experience to join our team. Key responsibilities include client-facing interactions, financial planning, and product sales. Must-have skills: exceptional customer service, effective communication, basic financial acumen, and proficiency in CRM systems. Joining this entry-level role offers a pathway into our comprehensive training program, equipped with the necessary tools and technologies to grow within the company.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center

Compensation

Not specified USD

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

8 days ago

No clicks

at Bank of America Merrill Lynch

Other-InternNo visa sponsorship

**Financial Solutions Advisor Trainee** role available at New Haven Green Financial Center, part of our Advisor Development Program. We're seeking a motivated junior professional with 0-2 years' relevant experience to join our team. Key responsibilities include client-facing interactions, financial planning, and product sales. Must-have skills: exceptional customer service, effective communication, basic financial acumen, and proficiency in CRM systems. Joining this entry-level role offers a pathway into our comprehensive training program, equipped with the necessary tools and technologies to grow within the company.

Full Job Description