Bank of America
Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market
Phoenix +1 · Full-time · Posted Oct 8, 2026
- Location
- Phoenix
SCOTTSDALE - Experience
- At least one year in financial services and/or sales with goals met or exceeded, and at least 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
- Sources prospective clients, builds a book of business, and works toward performance goals.
- Assesses client needs and recommends suitable investment products, services, and customized solutions.
- Handles client inquiries and account servicing, follows KYC procedures, and documents client interactions in Salesforce.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 in lieu of Series 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.
- Proven relationship-building, communication, client-sourcing, and needs-assessment abilities; able to work where most compensation is performance-based.
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