Wealth Advisor Development Program: Launch Your Financial Career

Bank of America; Clearwater (FL); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, developing relationships and delivering comprehensive recommendations aligned with client goals.

The role involves collaboration with Merrill Financial Advisor Teams to grow portfolios, while maintaining compliance, training, and ongoing professional development within an in-office culture.

Qualifications

• Hold Series 7 & 66 licenses (63/65 in lieu of 66).
• Experience in financial services or sales with meeting goals.
• Strong interpersonal and relationship-building skills.
• Excellent written and verbal communication.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Open client profiles following KYC procedures.
• Provide investment recommendations based on client objectives and risk profile.

Skills

Series 7

Series 66

Financial sales

Client relationships

Communication

KYC procedures

Team collaboration

Microsoft Office

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

Bank of America Merrill Wealth Management is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net-worth individuals, developing relationships and delivering comprehensive recommendations aligned with client goals.

The role involves collaboration with Merrill Financial Advisor Teams to grow portfolios, while maintaining compliance, training, and ongoing professional development within an in-office culture.