Bank of America
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market
Fort Lauderdale +4 · Full-time · Posted Oct 9, 2026
- Location
- Fort Lauderdale
Plantation
Aventura
Weston
Boca Raton - Experience
- Minimum of one year in financial services and/or a goal-based sales environment; minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business, assesses financial goals, and recommends suitable investment products and wealth-planning solutions to high-net-worth clients and prospects.
What you'll do
- Sources and develops prospective clients, handles inbound leads, and builds referral relationships to grow a book of business.
- Assesses client needs and recommends suitable investment products and customized solutions; services client accounts and conducts client reviews.
- Documents interactions in Salesforce and completes required training, assessments, performance goals, and continuing education.
What they ask for
- Currently holds Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66).
- At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong relationship-building, communication, client assessment, and prospecting skills; proficiency in Microsoft Word, PowerPoint, and Excel.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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