Bank of America
Merrill Advisor Development Program - Financial Advisor: Long Island East Market
$80K–$90K
Melville +3 · Full-time · Posted Jul 20, 2026
- Location
- Melville
Riverhead
Southampton
Smithtown - 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 a financial advisory practice serving high-net-worth clients by identifying their needs, recommending suitable investments, and supporting their financial goals.
What you'll do
- Build a book of business through prospecting, referrals, and client relationship development.
- Assess client needs and recommend suitable investment products and services; service accounts and refer clients to specialists as appropriate.
- Document client interactions in Salesforce and complete 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.
- Strong relationship-building, communication, needs-assessment, and client-prospecting abilities.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Pay
$80,000.00 - $90,000.00 USD annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative