Bank of America
Merrill Financial Solutions Advisor - Central Florida Market
Orlando +6 · Full-time · Posted May 12, 2023
- Location
- Orlando
Celebration
Rockledge
Daytona Beach
Deland
Winter Park
Lake Mary - Experience
- Two years in financial services and/or a sales environment, including at least one year in the investments industry.
- Education
- Bachelor’s degree preferred; preferably in a business-related field.
About the job
Advise affluent and high-net-worth clients on financial goals and investment strategies while building relationships and developing a Merrill advisory practice.
What you'll do
- Review clients’ financial goals and prepare investment recommendations and advisory strategies.
- Build and manage client relationships, networks, and business development activities.
- Connect clients with suitable financial solutions across Bank of America and Merrill.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of 66.
- Two years’ experience in financial services and/or a sales environment where goals were met or exceeded, including at least one year in investments with investment training and in-depth product and service knowledge.
- Strong relationship-building, communication, time management, and collaboration skills.
- SAFE Act registration and required background check.
Nice to have
- Bachelor’s degree, preferably in a business-related field; additional designations such as CFP or CRPC.
- Insurance licenses; experience in lead generation, investment management, sales, and new-client development.
Model-written summary · the original posting is authoritative