Job Description
Join Merrill Wealth Management in Tampa as a Financial Advisor, focusing on high-net-worth individual relationships and customized investment strategies. This role empowers you to provide personalized financial guidance and adapt to client needs.
As a participant in the Advisor Development Program, you will connect with clients to identify their financial aspirations and deliver tailored investment solutions. Experience comprehensive training and coaching from Merrill and Bank of America, ensuring you're well-equipped to excel in your advisory role.
Key Responsibilities:
• Handle inbound inquiries from potential clients
• Position Merrill and Bank of America's services effectively
• Collect client profiles following standard KYC procedures
• Provide investment recommendations as interim advisor
• Document all client engagement accurately in Salesforce
Requirements:
• Must have Series 7 & 66 licenses
• At least one year of relevant finance or sales experien...
As a participant in the Advisor Development Program, you will connect with clients to identify their financial aspirations and deliver tailored investment solutions. Experience comprehensive training and coaching from Merrill and Bank of America, ensuring you're well-equipped to excel in your advisory role.
Key Responsibilities:
• Handle inbound inquiries from potential clients
• Position Merrill and Bank of America's services effectively
• Collect client profiles following standard KYC procedures
• Provide investment recommendations as interim advisor
• Document all client engagement accurately in Salesforce
Requirements:
• Must have Series 7 & 66 licenses
• At least one year of relevant finance or sales experien...