Bank of America

Financial Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Sarasota • Florida • United States

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Job Level

Junior

About the role

  • 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 that align with the goals of both existing and prospective clients.
  • Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
  • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.
  • Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment productsfinancial goalsportfolio growthcustomer needs assessmentinvestment strategiesperformance goalsprospectingnetworking
Soft Skills
interpersonal skillsrelationship buildingcommunication skillscollaborationlistening skillsgoal orientedresults orientedentrepreneurial mindsetstrong follow-through
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license