Merrill Advisor Development Program - Financial Advisor: Tampa Market
Bank of America (GHR)
Tampa, United States
Develop a book of business
Source prospective clients
Recommend investment products
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
We’ll help you build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Matching Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
Develop a book of business
Source prospective clients
Recommend investment products
Manage client accounts
Sales environment experience
Nice-to-have
Entrepreneurial mindset
Build trust and credibility
Adapt to new technology
Collaborative team player
Key Requirements
Series 7 & 66 licenses
Minimum one year financial service/sales experience