Bank of America
Merrill Advisor Development Program- Financial Advisor: Mid Land Market
$80K–$90K
Peoria +5 · Full-time · Posted Oct 8, 2026
- Location
- Peoria
West Des Moines
Davenport
Orland Park
Springfield
Bloomington - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded, and at least one year in the investments industry.
About the job
Develops a financial advisory practice by building client relationships, assessing financial needs, and recommending suitable investment solutions to high-net-worth clients.
What you'll do
- Develop a book of business through prospecting, referrals, and client relationship building.
- Assess client goals and profiles, recommend appropriate investment products and services, and service accounts.
- 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.
- Microsoft Word, PowerPoint, and Excel proficiency; ability to work where most compensation is tied to performance.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Pay
$80,000.00 - $90,000.00 annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative