**Job Description:**

At Bank of America, we’re guided by a common purpose to help make financial
lives better by connecting clients and communities to the resources they need
to be successful. Make a difference where it counts by joining our industry-
leading wealth management team at Bank of America and Merrill. We’re looking
for the next generation of financial advisors—those with a passion for people
and drive to make clients’ financial lives better. You’ll advise and guide
clients on how to achieve their financial goals. Additionally, you’ll be
equipped with the expertise to support them with personal investing tools and
resources.

During this stage of your journey, the Merrill Financial Solutions Advisor
(Merrill FSA) will help provide you with the necessary training and guidance
through a defined path to become the financial advisor you want to be. You
will have the opportunity to work with both affluent and high net worth
clients, identifying needs, developing relationships, reviewing investment
goals, and preparing investment recommendations that align with the goals of
both existing and prospective clients. In this role you will develop the
relationship management skills necessary to operate in an Elite Growth
Practice (EGP). From marketing yourself to managing your own practice, we’ll
prepare you with everything you need as you develop within your role. The MFSA
role provides experienced advisors the opportunity to pursue a career within
Merrill Wealth Management. Once you have honed your skills and demonstrated
success as a MFSA, you typically will progress into the next stage of
training. Located in a Merrill branch.

This position is subject to SAFE Act registration requirements**.  **Pursuant
to the SAFE Act requirements, all employees engaged in residential loan
mortgage originations must register with the federal registry system and
remain in good standing. Your position requires SAFE Act registration and
you’ll be required to register and submit to the required SAFE Act background
check and registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.

**We’ll help you**

* Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! 
  * Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
  * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  * Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to**

* A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  * Marketing strategies to reach wider audiences with greater appeal.
  * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  * Potential Opportunities for professional growth.
  * Leadership opportunities, including leading client and conference seminars.

**We’re a culture that**

* Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  * Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
  * Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
  * Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required skills:**

* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  * Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
  * Is a self-starter who efficiently manages time and capacity.
  * Sets and accomplishes goals, achieving whatever you put your mind to.
  * Builds and nurtures strong relationships.
  * Collaborates effectively with others to get things done.
  * Communicates effectively and confidently and is comfortable engaging all clients.
  * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  * Likes to learn, adapts to new information and seeks the right solutions for clients.
  * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

 **Desired skills:**

* Proven ability to partner and promote lead generation.
  * Experience balancing investment management, sales activities and new client development.
  * Strong computer skills and the ability to multitask in a demanding environment.
  * A bachelor’s degree, preferably in business-related field.
  * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  * Obtained insurance licenses.

ADPJOB

**Shift:**

1st shift (United States of America)

**Hours Per Week:  **

40



Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

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Bank of America

Join our wealth management team at Bank of America and Merrill as a Financial Solutions Advisor in the Central Florida Market. This role involves advising clients on achieving financial goals, with training and mentorship provided. Opportunities for growth include working with affluent and high net worth clients, developing relationships, and preparing investment recommendations.

Merrill Financial Solutions Advisor - Central Florida Market

Summary