Bank of America
Merrill Advisor Development Program - Financial Advisor: East Bay Market
$80K–$90K
Walnut Creek +4 · Full-time · Posted Sep 10, 2026
- Location
- Walnut Creek
Napa
Santa Rosa
Pleasanton
Oakland - Experience
- Minimum one year of investment-industry experience and minimum one year of financial-services and/or sales experience; the posting also lists a bachelor’s degree and/or a minimum of one year of financial-services industry or sales experience as desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Develops a financial advisory practice by building client relationships, assessing financial goals, and recommending suitable investment products and services.
What you'll do
- Prospect for clients, build a book of business, and develop relationships through referrals and networking.
- Assess client needs and recommend customized investment and planning solutions; service client accounts.
- Document client interactions in Salesforce and complete required training, assessments, and compliance activities.
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 investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services experience and/or sales experience where goals were met or exceeded.
- Proficiency in Microsoft Word, PowerPoint, and Excel; strong communication and relationship-building skills.
Nice to have
- Bachelor’s degree.
- Ability to quickly learn and adapt to new technologies, systems, and digital tools.
Pay
$80,000.00 - $90,000.00 USD base salary
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative