Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market
Bank of America (GHR)
Miami, Florida, USA
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
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
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Skills & Requirements
Must-have
Series 7 & 66 licenses
Financial services sales experience
Investment products knowledge
Client relationship building
Goal-oriented prospecting
Computer technical proficiency
Nice-to-have
Entrepreneurial mindset
Adaptability to new technology
Collaborative team player
Strong follow-through skills
Interpersonal skills
Key Requirements
Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum one year financial service/sales experience