Bank of America
Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates
Fort Worth +4 · Full-time · Posted Jul 20, 2026
- Location
- Fort Worth
Amarillo
Lubbock
Abilene
Southlake - 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. Desired qualifications also state a bachelor’s degree and/or at least one year of financial services or sales experience.
About the job
Develops and manages client relationships and a book of business, assessing financial goals and recommending suitable investment products and wealth-management solutions.
What you'll do
- Build a book of business through prospecting, referrals, and client relationship development.
- Assess client needs and recommend suitable investment products and customized financial solutions; 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 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.
- Proficiency in Microsoft Word, PowerPoint, and Excel.
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