Bank of America
Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market
Houston +2 · Full-time · Posted Oct 6, 2026
- Location
- Houston
Sugar Land
Lake Jackson - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded; minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals, recommending suitable investment solutions, and servicing client accounts.
What you'll do
- Prospects for clients, handles inbound leads, and develops relationships and referral opportunities.
- Assesses client needs and recommends suitable investment products and services; services accounts and supports financial reviews.
- Documents client interactions in Salesforce and completes 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 financial services 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