Merrill Financial Solutions Advisor - Florida Market

Job Overview

Bank of America, in partnership with Merrill, seeks a Merrill Financial Solutions Advisor (MFS‑Advisor) who will advise affluent and high‑net‑worth clients on achieving their financial goals. The role includes training, mentorship, and a clear path toward full advisory status within Merrill Wealth Management.

• Advise and guide clients on how to achieve their financial goals.
• Develop relationships, review investment goals, and prepare investment recommendations aligned with client objectives.
• Use personal investing tools and resources to support client needs.
• Participate in client reviews and presentations, confidently evaluating financial goals and recommending advisory strategies.
• Leverage full suite of financial solutions (core banking, investment & Life Priority solutions) to meet client needs.
• Build a strong referral network and engage partners across the business to grow client acquisition.
• Engage in ongoing professional development, including academy training and mentorship.
• Operate in an Elite Growth Practice, managing own practice and marketing oneself effectively.
• Maintain compliance with the SAFE Act: register and submit to background check and registration; keep registration in good standing.

• Current Series 7 and 66 licenses (or 63 & 65 in lieu of 66).
• At least two years of experience in the financial services or sales environment with goal attainment, including one year in the investment industry.
• Strong knowledge of investment products and services.
• Self‑starter who manages time and capacity, sets and achieves goals, and prioritizes tasks in a fast‑paced environment.
• Excellent relationship building, collaboration, and communication skills with all client types.
• Thorough regulatory due diligence and ability to incorporate this into client strategies.
• Proficiency with computers and multitasking ability in demanding environments.
• Bachelor’s degree in a business‑related field preferred.
• Additional professional designations such as CFP or CRPC and/or insurance licenses are desired.

• Training through the Merrill Academy and one‑on‑one mentorship.
• Leadership opportunities through client seminars and conference presentations.
• Potential for progression from MFS‑Advisor to full advisor status within Merrill Wealth Management.
• Commitment to diversity, inclusion, and an inclusive workplace culture.
• Competitive benefits supporting physical, emotional, and financial well‑being.

Bank of America is an equal employment opportunity employer. We are committed to fostering a diverse and inclusive workplace.

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