Bank of America
Merrill Advisor Development Program - Financial Advisor: Louisiana Mississippi Market
New Orleans +2 · Full-time · Posted Jul 20, 2026
- Location
- New Orleans
Baton Rouge
Lafayette - 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 a client book by identifying financial needs, building relationships, and recommending suitable investment and wealth-management solutions to individuals.
What you'll do
- Source prospective clients, develop referrals, and build a book of business to meet performance goals.
- Assess client goals and profiles, recommend suitable investments, and service accounts.
- Document client interactions in Salesforce and complete required training and compliance activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 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 investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong relationship-building, communication, prospecting, and client-needs assessment skills.
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