Merrill Advisor Development Program - Financial Advisor: Central Florida & Associates Market

Bank of America Merrill Lynch

Central Florida, United States
Not specified; compensation tied to performance
In-office (specific attendance requirements with flexibility based on role).
Series 7 & 66 licenses required
Prospecting and client sourcing
Investment product recommendations
The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals interested in becoming Financial Advisors within the Central Florida market. This role involves developing relationships with high-net-worth clients, providing tailored financial advice, and achieving performance goals through a combination of training, mentorship, and collaboration

Job Summary

  • The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals.
  • Candidates will receive world-class training and one-on-one coaching from award-winning leadership to build a successful career in wealth management.
  • The position requires balancing investment growth, referral activities, and administrative compliance while working within an in-office culture.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America Merrill Lynch seeks individuals interested in becoming Financial Advisors within the Central Florida market. This role involves developing relationships with high-net-worth clients, providing tailored financial advice, and achieving performance goals through a combination of training, mentorship, and collaboration.

Salary

Not specified; Compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Prospecting and client sourcing
  • Investment product recommendations
  • Client relationship building
  • Sales performance goals

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team player
  • Strong communication skills
  • Adaptability to new technology
  • Diverse background perspective

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter