Bank of America
Merrill Advisor Development Program - Financial Advisor: Houston Market
Houston +1 · Full-time · Posted Jul 20, 2026
- Location
- Houston
BEAUMONT - 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, assesses clients’ financial goals, and recommends suitable investment products and services while servicing accounts.
What you'll do
- Source prospective clients, build referral relationships, and grow a book of business.
- Assess client needs and recommend suitable investment products and customized financial solutions.
- Handle client inquiries, collect profile data and open accounts as appropriate, service accounts, and document interactions in Salesforce.
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 investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong prospecting and networking ability, relationship-building skills, and willingness to work where most compensation is performance-tied.
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