Bank of America
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market
Allentown +2 · Full-time · Posted Aug 17, 2026
- Location
- Allentown
Camp Hill
York - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded; at least one year in the investments industry.
About the job
Develop a financial advisory business by sourcing and serving high-net-worth clients, assessing their goals, and recommending suitable investment products and services.
What you'll do
- Build a book of business through prospecting, referrals, and networking.
- Assess client needs, provide investment recommendations, and service accounts.
- Document client interactions in Salesforce and complete required training and compliance tasks.
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 and/or goal-based sales experience.
- At least one year of investment-industry experience, including investment training and in-depth product knowledge.
- Strong client relationship, communication, needs-assessment, and prospecting skills.
Nice to have
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative