Bank of America
Merrill Advisor Development Program - Financial Advisor: Lone Star Market
San Antonio +2 · Full-time · Posted Aug 10, 2026
- Location
- San Antonio
Corpus Christi
McAllen - Experience
- At least one year in financial services and/or sales, plus 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 solutions to high-net-worth individuals.
What you'll do
- Develop a book of business through prospecting, referrals, and relationship building.
- Assess client needs and recommend suitable investment products and services; service client accounts.
- Document client interactions in Salesforce and complete required training and compliance activities.
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 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.
- Computer/technical literacy and 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