Wealth Advisor Development Program

Bank of America; Tampa (FL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from experts

Defined consultative approach to client needs

Job summary

A leading financial services firm in Tampa is seeking a Financial Advisor to join its Advisor Development Program. In this role, you'll work with high-net-worth individuals to identify their needs and develop relationships. Successful candidates will have relevant licenses and at least one year of experience in finance or sales. This position includes training and coaching, offering a path for career growth in wealth management while emphasizing collaboration and client-driven solutions.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum one year experience in financial services or sales.
• At least one year experience in the investments industry.
• Exceptional interpersonal and relationship-building skills.
• Effective communication skills (written and verbal).
• Proven ability to work collaboratively on a team.
• Entrepreneurial mindset with a proven ability to source clients.

Responsibilities

• Handles inbound inquiries from leads.
• Engages prospects about Merrill offerings.
• Documents all client interactions accurately.
• Recommends investment products based on client needs.

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 and/or financial services industry experience

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm in Tampa is seeking a Financial Advisor to join its Advisor Development Program. In this role, you'll work with high-net-worth individuals to identify their needs and develop relationships. Successful candidates will have relevant licenses and at least one year of experience in finance or sales. This position includes training and coaching, offering a path for career growth in wealth management while emphasizing collaboration and client-driven solutions.