Bank of America
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market
Atlanta · Full-time · Posted Sep 18, 2026
- Experience
- Minimum of one year in the financial service industry and/or a sales environment where goals were met or exceeded; minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals, recommending suitable investment solutions, and servicing client accounts.
What you'll do
- Source prospective clients, build referral relationships, and develop a book of business to meet performance goals.
- Assess client needs and recommend suitable investment products and services; provide client reviews and service accounts.
- Handle lead inquiries, complete KYC account-opening steps, and document interactions in Salesforce.
What they ask for
- Currently holds Series 7 and Series 66 licenses (Series 63 and 65 may be held in lieu of Series 66).
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Interpersonal, communication, relationship-building, prospecting, and client-needs assessment skills.
Nice to have
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative