Bank of America
Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market
$80K–$90K
Greenville +5 · Full-time · Posted Oct 13, 2026
- Location
- Greenville
Augusta
Macon
Columbia
Columbus
Spartanburg - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded, and minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial needs, recommending suitable investment solutions, and servicing accounts.
What you'll do
- Prospect for clients, manage referrals, and build a book of business to meet performance goals.
- Assess client objectives and recommend suitable investment products and services; service client accounts.
- Handle inquiries, complete KYC account-opening steps, and document client interactions in Salesforce.
What they ask for
- Currently holds Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66).
- At least one year of financial services industry and/or sales experience 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.
- Strong relationship-building, communication, needs-assessment, and client-prospecting 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