Bank of America
Merrill Advisor Development Program - Financial Advisor: East Bay Market
$80K–$90K
Walnut Creek +2 · Full-time · Posted May 28, 2026
- Location
- Walnut Creek
Napa
Pleasanton - Experience
- Minimum of one year in financial services and/or a sales environment, plus minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business, assesses financial goals, and recommends suitable investment products and services to high-net-worth prospects and clients.
What you'll do
- Source and develop prospective clients, manage referrals, and grow a book of business against performance goals.
- Collect client profile information, follow KYC procedures, recommend suitable investments, and service client accounts.
- 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 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 prospecting and networking ability; able to work where most compensation is tied to performance.
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 base salary
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative