Bank of America
Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market
$80K–$90K
Greensboro +3 · Full-time · Posted Jul 16, 2026
- Location
- Greensboro
Winston-Salem
Roanoke
Asheville - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded; at least one year in the investments industry.
About the job
Develops a financial advisory practice by building client relationships, assessing goals, and recommending suitable investment and wealth management solutions.
What you'll do
- Develop and grow a book of business through prospecting, referrals, and client relationship management.
- Assess client needs and recommend suitable investment products and services; service accounts and provide client reviews.
- Document client interactions in Salesforce and complete required training, assessments, and continuing education.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 7 and 63 & 65.
- At least one year of financial services and/or goal-based sales experience.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong relationship-building, communication, prospecting, and client-needs assessment skills.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Pay
$80,000.00 - $90,000.00 USD annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative