Wealth Advisor Development Program: Build a High-Impact Practice

Bank of America; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Merrill Advisor Development Program – Financial Advisor in Miami, Florida. This role involves working with high-net-worth individuals to identify financial needs and develop personalized investment strategies. Candidates must hold Series 7 & 66 licenses and possess strong skills in client relationship management.

The position offers competitive compensation linked to performance and demands a proactive approach to client sourcing and relationship building.

Qualifications

• Minimum one year experience in financial services or sales environment.
• Proven ability to engage with others and influence.
• Strong written and verbal communication skills.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Prioritize sourcing prospective clients and executing solutions.
• Provide recommendations and manage client accounts.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience

Client Investments

Portfolio Analysis

Risk Management

Active Listening

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Series 7 & 66 licenses

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Merrill Advisor Development Program – Financial Advisor in Miami, Florida. This role involves working with high-net-worth individuals to identify financial needs and develop personalized investment strategies. Candidates must hold Series 7 & 66 licenses and possess strong skills in client relationship management.

The position offers competitive compensation linked to performance and demands a proactive approach to client sourcing and relationship building.