Bank of America
Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market
Albuquerque +5 · Full-time · Posted Sep 28, 2026
- Location
- Albuquerque
Roswell
El Paso
Santa Fe
Hobbs
Las Cruces - Experience
- Minimum one year in financial services and/or a goal-based sales environment, plus minimum one year in the investments industry.
About the job
Develops a financial advisory practice by building client relationships, assessing financial goals, and recommending suitable investment products and services to high-net-worth individuals.
What you'll do
- Build a book of business through prospecting, referrals, and client relationship development.
- Assess client needs and recommend suitable investment products, services, and strategies; service client accounts.
- Complete client profiles and KYC procedures, document interactions in Salesforce, and meet training, performance, and compliance requirements.
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 experience in the financial services industry 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.
- Strong client engagement, communication, relationship-building, needs assessment, prospecting, and follow-through skills.
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