Bank of America
Merrill Advisor Development Program - Financial Advisor: Greater Denver Market
$80K–$90K
Greenwood Village · Full-time · Posted Oct 9, 2026
- Experience
- Minimum of one year in financial services and/or a goal-based sales environment, and minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals and recommending suitable investment products and services to high-net-worth clients and prospects.
What you'll do
- Prospect for clients, build relationships, assess needs, and develop customized investment recommendations.
- Handle lead inquiries, collect client profile information using KYC procedures, service accounts, and document interactions in Salesforce.
- Manage practice activities, meet performance goals, complete required training, and collaborate with Merrill and Bank of America specialists.
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 financial services industry and/or sales experience 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.
Pay
$80,000.00 - $90,000.00 annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative