Bank of America
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market
$80K–$90K
Boulder +3 · Full-time · Posted Oct 9, 2026
- Location
- Boulder
Colorado Springs
Lincoln
Omaha - 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 client relationships and a book of business while assessing financial goals and recommending suitable investment products and services to high-net-worth clients.
What you'll do
- Source prospective clients, build referral networks, and grow a book of business to meet performance goals.
- Assess client needs and recommend suitable investment products, services, and customized solutions; service client accounts.
- Handle lead inquiries, collect client profile data under KYC procedures, and document interactions in Salesforce.
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.
- Microsoft Word, PowerPoint, and Excel proficiency.
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