Bank of America
Merrill Advisor Development Program - Financial Advisor: West Florida Market (South)
Sarasota +4 · Full-time · Posted Sep 24, 2026
- Location
- Sarasota
Punta Gorda
Venice
Bradenton
Saint Petersburg - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded; minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals, recommending suitable investment solutions, and servicing accounts for Merrill clients.
What you'll do
- Prospect for clients, build relationships, and develop a book of business to meet performance goals.
- Assess client needs and recommend suitable investment products and services; handle inquiries and service accounts.
- Collect client profile data, follow KYC procedures, and document client interactions in Salesforce.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 in lieu of 66).
- At least one year of financial services experience and/or sales experience 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, needs-assessment, prospecting, and follow-through skills; able to work collaboratively and in a performance-based compensation environment.
Nice to have
- Bachelor’s degree.
- Ability to adapt to new technology or applications and execute multiple tasks simultaneously.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative