Financial Advisor Development Program — Build Your Wealth Career

Bank of America; Bradenton (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America is looking for Financial Advisors in the Merrill Advisor Development Program to help high-net-worth individuals achieve their financial goals through personal relationships and investment advice.

This role involves client relationship management, investment product recommendations, and collaboration with financial advisor teams to grow individual portfolios. Candidates should hold Series 7 & 66 licenses and possess strong communication and analytical skills.

Position includes a commitment to in-office attendance with flexible considerations based on role-specific needs.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial service industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects client profile data following standard KYC procedures.
• Documents all client interactions and opportunities within Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is looking for Financial Advisors in the Merrill Advisor Development Program to help high-net-worth individuals achieve their financial goals through personal relationships and investment advice.

This role involves client relationship management, investment product recommendations, and collaboration with financial advisor teams to grow individual portfolios. Candidates should hold Series 7 & 66 licenses and possess strong communication and analytical skills.

Position includes a commitment to in-office attendance with flexible considerations based on role-specific needs.