Bank of America
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market
$80K–$90K
Paramus +2 · Full-time · Posted Oct 7, 2026
- Location
- Paramus
Fort Lee
West Nyack - Experience
- At least one year in financial services and/or a goal-based sales environment, and at least one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals and recommending suitable investment products and wealth management solutions.
What you'll do
- Build and grow a book of business through prospecting, referrals, and client relationship development.
- Assess client needs and recommend suitable investment products, services, and strategies; service client accounts.
- Complete client documentation, mandated training, assessments, and continuing education.
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.
- 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