Financial Advisor Development Program — Build Your Wealth Career

Bank of America; Venice (FL); On-site; USD 55,000 - 80,000; Full time

Job summary

Bank of America is looking for a Financial Advisor to join the Merrill Advisor Development Program. This role involves working closely with high-net worth individuals, identifying their financial needs, and delivering tailored investment recommendations.

The ideal candidate will have experience in financial services and possess the necessary licenses (Series 7 & 66). The position promotes career growth and emphasizes client relationship building.

Qualifications

• Minimum of one year experience in the financial service industry.
• Exceptional interpersonal and relationship-building skills.
• Currently holds Series 7 & 66 licenses.

Responsibilities

• Works with high-net worth individuals to identify needs.
• Develops relationships and delivers recommendations.
• Handles client inquiries regarding Merrill offerings.

Skills

Business Acumen

Wealth Planning

Client Solutions Advisory

Emotional Intelligence

Analytical Thinking

Prospecting

Active Listening

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Bank of America is looking for a Financial Advisor to join the Merrill Advisor Development Program. This role involves working closely with high-net worth individuals, identifying their financial needs, and delivering tailored investment recommendations.

The ideal candidate will have experience in financial services and possess the necessary licenses (Series 7 & 66). The position promotes career growth and emphasizes client relationship building.