Bank of America
Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market
FRISCO +3 · Full-time · Posted Jul 20, 2026
- Location
- FRISCO
Flower Mound
Dallas
McKinney - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded, and at least one year in the investments industry.
- Education
- Bachelor’s degree is desired; no required education stated.
About the job
Develops a book of business by advising high-net-worth clients, assessing their financial goals, and recommending suitable investment products and services.
What you'll do
- Source prospective clients, build relationships, and develop a book of business to meet performance goals.
- Assess client needs and provide tailored investment recommendations, account servicing, and referrals to specialists.
- Document client interactions in Salesforce and complete required training, compliance, 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 experience in financial services and/or a sales environment where goals were met or exceeded.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- Microsoft Word, PowerPoint, and Excel proficiency.
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