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Merrill Advisor Development Program- Financial Advisor: North Florida Market

  • Full Time
  • Anywhere

Bank of America

Join Bank of America as a Financial Advisor in the Merrill Advisor Development Program, designed to launch your career in wealth management across the North Florida market. This full-time position is based in Destin, Okaloosa County, with opportunities to serve clients throughout Saint Augustine, Jacksonville, Ponte Vedra Beach, and surrounding communities.

About the Role

The Merrill Advisor Development Program is Bank of America's comprehensive training and mentorship pathway for new financial professionals. You'll build a thriving client base while developing expertise in investment advisory, retirement planning, and comprehensive financial solutions. This is a client-facing role where you'll combine analytical thinking with relationship-building to help families and businesses achieve their financial goals.

What You'll Do

  • Meet with prospective and existing clients to understand their financial objectives, risk tolerance, and life circumstances
  • Provide personalized investment and financial planning advice aligned with client needs and market conditions
  • Build and manage a diversified client portfolio across the North Florida region
  • Execute investment transactions and portfolio management activities
  • Stay current with market trends, regulatory requirements, and financial products
  • Participate in the structured development program, which includes ongoing training and mentorship
  • Develop business through relationship building and client referrals

What We're Looking For

  • Bachelor's degree or equivalent professional experience
  • Series 7 and Series 65 licenses, or willingness to obtain them
  • Strong communication and interpersonal skills with the ability to build trust with diverse clients
  • Sales and relationship-building orientation with a results-driven mindset
  • Ability to work independently while collaborating with a team
  • Commitment to ongoing professional development and learning
  • Minimum age of 18

About Bank of America

Bank of America is a leading global financial institution serving millions of clients and businesses worldwide. Merrill is one of the largest wealth management divisions globally, providing comprehensive financial advisory and investment management services across all wealth levels and client segments.

How to Apply

To apply for this full-time Financial Advisor position with the Merrill Advisor Development Program in Destin and the North Florida market, submit your application through this listing. You must be at least 18 years of age to apply.

To apply for this job please visit www.adzuna.com.

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