Financial Advisor Development Program – Florida

Bank of America; Plantation (FL); On-site; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development opportunities

Job summary

A major financial institution in Plantation, Florida is seeking a Financial Advisor in the Advisor Development Program. This role involves engaging with high-net-worth individuals, recommending investment products, and managing client relationships. Candidates should have their Series 7 & 66 licenses and experience in financial services. With rich training and support, you will develop a book of business to help clients achieve their financial goals. Strong interpersonal skills and a goal-oriented mindset are essential.

Qualifications

• Current Series 7 & 66 (or 63 & 65) licenses required.
• Minimum one year of experience in financial services or sales.
• Proven ability to engage and influence clients.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Engage with clients to assess their financial needs.
• Document all client interactions in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A major financial institution in Plantation, Florida is seeking a Financial Advisor in the Advisor Development Program. This role involves engaging with high-net-worth individuals, recommending investment products, and managing client relationships. Candidates should have their Series 7 & 66 licenses and experience in financial services. With rich training and support, you will develop a book of business to help clients achieve their financial goals. Strong interpersonal skills and a goal-oriented mindset are essential.