Bank of America
Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market
Little Rock +3 · Full-time · Posted Aug 18, 2026
- Location
- Little Rock
Hot Springs
Jonesboro
Memphis - Experience
- Minimum of one year in financial services and/or a goal-based sales environment; minimum of 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 products and services to high-net-worth individuals.
What you'll do
- Develop and grow a book of business through prospecting, referrals, and client relationship building.
- Assess client needs and recommend suitable investment products and customized financial solutions; service client accounts.
- Handle lead inquiries, follow KYC procedures, 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 65 in lieu of Series 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 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 adapt to new technology or applications and manage multiple tasks.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative