Bank of America
Merrill Advisor Development Program - Financial Advisor: Dallas Market
Dallas +1 · Full-time · Posted Jul 20, 2026
- Location
- Dallas
Tyler - Experience
- Minimum one year in financial services and/or a goal-oriented sales environment, plus minimum one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals and recommending suitable investment products and wealth-management solutions.
What you'll do
- Sources prospective clients, develops relationships, and grows a book of business through referrals and prospecting.
- Assesses client needs and recommends suitable investment products and services; services accounts and refers clients to internal specialists as appropriate.
- Handles lead inquiries, completes client profiles and KYC procedures, and accurately documents interactions in Salesforce.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 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, prospecting, and client-needs assessment skills; able to work where most compensation is performance-tied.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative