Financial Advisor Development Program — Build Your Wealth Career

Bank of America; Sarasota (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from leadership

Job summary

Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program. This role is centered on building relationships with high-net worth clients and providing tailored investment recommendations.

The successful candidate will engage in developing a book of business, managing client profiles, and collaborating with internal specialists to achieve financial goals. Training and mentorship will be provided to support career growth in a results-driven environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum one year experience in financial services or sales.
• Proven ability to build trust and engage clients.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Serve as interim Financial Advisor.
• Document client interactions within Salesforce.

Skills

Business Acumen

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Education

Bachelor's degree

Tools

Microsoft Excel

Salesforce

Job description

Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program. This role is centered on building relationships with high-net worth clients and providing tailored investment recommendations.

The successful candidate will engage in developing a book of business, managing client profiles, and collaborating with internal specialists to achieve financial goals. Training and mentorship will be provided to support career growth in a results-driven environment.