Bank of America
Merrill Advisor Development Program - Financial Advisor: Sacramento Market
$80K–$90K
Sacramento +1 · Full-time · Posted Oct 1, 2026
- Location
- Sacramento
Roseville - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; desired qualifications also list a bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Develops client relationships and a book of business, assesses wealth-management needs, and recommends suitable investment products and services to high-net-worth clients and prospects.
What you'll do
- Source and engage prospective clients, build relationships, and develop a book of business toward performance goals.
- Assess client objectives and financial profiles; recommend suitable investment solutions and service accounts.
- Document client interactions in Salesforce and complete required training, compliance, and continuing education.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 instead of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services experience and/or sales experience meeting or exceeding goals.
- Proficiency in Microsoft Word, PowerPoint, and Excel; strong client relationship, communication, and prospecting skills.
Nice to have
- Bachelor’s degree.
- Experience learning and adapting to new technologies, systems, and digital tools.
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