Merrill Advisor Development Program- Financial Advisor: North Florida Market

Bank of America (GHR)

North Florida, United States
Not specified; compensation tied to performance
In-office (specific requirements for office-based attendance)
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program at Bank of America seeks motivated individuals to become Financial Advisors in the North Florida market. This program offers comprehensive training and mentorship to help candidates develop client relationships and manage investment portfolios while promoting personal growth and meeting performance goals

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm.
  • Role responsibilities include developing a book of business, identifying client needs, and delivering comprehensive investment recommendations aligned with client goals.
  • Candidates will receive world-class training, one-on-one coaching from award-winning leadership, and access to extensive banking and investment solutions.

Matching Summary

Match Score: 85

The Merrill Advisor Development Program at Bank of America seeks motivated individuals to become Financial Advisors in the North Florida market. This program offers comprehensive training and mentorship to help candidates develop client relationships and manage investment portfolios while promoting personal growth and meeting performance goals.

Salary

Not specified; compensation tied to performance

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Investment product knowledge
  • Client needs assessment

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

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