Financial Advisor Development Program – Florida

Bank of America; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Career development opportunities

Job summary

A leading financial institution in New York is seeking a Financial Advisor for its Merrill Advisor Development Program. This role involves working with high-net-worth clients, assessing their financial needs, and providing tailored investment recommendations. Candidates must have Series 7 & 66 licenses and at least one year of experience in financial services or sales. The position offers world-class training and mentorship opportunities to develop a successful career in wealth management.

Qualifications

• Minimum of one year experience working in financial services or sales.
• Exceptional interpersonal and relationship building skills.
• Proven ability to assess needs and recommend appropriate solutions.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data to open account(s).
• Documents all client interactions within Salesforce accurately.

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

Series 7 & 66 licenses

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in New York is seeking a Financial Advisor for its Merrill Advisor Development Program. This role involves working with high-net-worth clients, assessing their financial needs, and providing tailored investment recommendations. Candidates must have Series 7 & 66 licenses and at least one year of experience in financial services or sales. The position offers world-class training and mentorship opportunities to develop a successful career in wealth management.