Wealth Advisor Development Program: Build a High-Impact Practice

Bank of America; Lakeland (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive investment guidance.

The program offers mentorship from Merrill Financial Advisor Teams and structured training to grow your advisory skills. Responsibilities include handling inquiries, presenting Merrill capabilities, and maintaining compliant client records while

Qualifications

• Currently holds Series 7 licenses (or 7/66 combo) and/or 63/65 in lieu of 66
• Minimum of one year experience in financial services or sales environment
• Investment product knowledge and experience in the investments industry
• Proven ability to engage with and influence others and build trust with clients

Responsibilities

• Handles inbound inquiries regarding Merrill offerings
• Positions Merrill and Bank of America capabilities
• Collects client profile data following KYC procedures to open accounts
• Serves as interim Financial Advisor, providing investment recommendations
• Documents all client interactions in Salesforce

Skills

Client relationship

Prospecting

Sales experience

Communication

Financial services

Interpersonal skills

Negotiation

Time management

Problem solving

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive investment guidance.

The program offers mentorship from Merrill Financial Advisor Teams and structured training to grow your advisory skills. Responsibilities include handling inquiries, presenting Merrill capabilities, and maintaining compliant client records while