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- Financial Advisor Trainee - Charlotte, NC
- Bank of America Corp. - Charlotte, North Carolina
- Banking / Mortgage
- Title: Financial Advisor Trainee - Charlotte, NCLocation: US-NC-CharlotteOther Locations:The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products (see more)
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