Financial Advisor – North Florida Market
Bank of America
full-time
Posted on:
Location Type: Office
Location: Saint Augustine • Florida • United States
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Job Level
About the role
- Responsible for working with high-net worth individuals identifying needs, developing relationships, and delivering comprehensive recommendations
- Collaborate with and be mentored by Merrill Financial Advisor Teams to promote portfolio growth
- Developing a book of business to meet and exceed performance hurdles
- Recommending investment products and services suitable for client objectives
- Balancing investment growth with administrative compliance and personal growth
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
- Minimum of one year experience in the investments industry
- 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
- Ability to work in an environment where the majority of your compensation is tied to your performance
Benefits
- World class training and on-boarding programs
- One-on-one coaching from award-winning Academy at Bank of America and local leadership
- Opportunity for professional growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsportfolio growthperformance hurdles
Soft Skills
interpersonal skillsrelationship buildingcommunication skillstrust buildinginfluence
Certifications
Series 7Series 66Series 63Series 65