Merrill Advisor Development Program - Financial Advisor: Tampa Market

Bank of America (GHR)

Tampa, Florida, United States
Not specified; compensation tied to performance
**
Series 7 & 66 licenses required
Prospecting and client acquisition
Investment product recommendations
** The Merrill Advisor Development Program at Bank of America is seeking aspiring Financial Advisors in Tampa, Florida. The program offers training, mentorship, and a structured pathway to build client relationships and deliver personalized financial solutions. **

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors.
  • Role holders will develop a book of business by identifying needs, building relationships, and delivering comprehensive investment recommendations to high-net-worth clients.
  • Candidates receive world-class training, one-on-one coaching from the Academy at Bank of America, and support from award-winning leadership.

Matching Summary

Match Score: 75

** The Merrill Advisor Development Program at Bank of America is seeking aspiring Financial Advisors in Tampa, Florida. The program offers training, mentorship, and a structured pathway to build client relationships and deliver personalized financial solutions. **

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client acquisition
  • Investment product recommendations
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Goal-oriented performance
  • Adaptable to new technology

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year financial services experience
  • Minimum one year investments industry experience
  • Proven ability to meet sales goals
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

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