Merrill Financial Solutions Advisor - Central Florida Market

Bank of America Merrill Lynch

Central Florida, United States
Not specified; not specified; not specified
Not specified (likely in-office due to branch location)
Series 7 license required
Series 66 license required
Two years financial service experience
Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor in Central Florida to join their wealth management team. The role focuses on advising clients on financial goals, developing relationships, and preparing investment recommendations while providing the necessary training and mentorship for career growth

Job Summary

  • The role involves advising affluent and high net worth clients on achieving their financial goals through personalized investment strategies.
  • Candidates will receive comprehensive training and one-on-one mentorship to develop into a fully qualified financial advisor within the Merrill Wealth Management team.
  • The position offers access to a strong referral network, marketing strategies, and opportunities for leadership in client seminars.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor in Central Florida to join their wealth management team. The role focuses on advising clients on financial goals, developing relationships, and preparing investment recommendations while providing the necessary training and mentorship for career growth.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 license required
  • Two years financial service experience
  • One year investment industry experience
  • Client relationship building skills

Nice-to-have

  • CFP or CRPC professional designation
  • Insurance licenses held
  • Bachelor's degree in business
  • Lead generation partnership ability
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum two years financial services experience
  • At least one year in investments industry
  • SAFE Act registration compliance
  • Ability to manage time and capacity efficiently

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter