Bank of America
Merrill Advisor Development Program - Financial Advisor: San Francisco Market
$80K–$90K
San Francisco · Full-time · Posted Sep 23, 2026
- Experience
- Minimum of one year in the investments industry and minimum of one year in financial services and/or a goal-driven sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Develops and serves a book of high-net-worth clients by assessing financial goals, recommending suitable investments, and building relationships and business growth.
What you'll do
- Identify and develop prospective and existing client relationships, assess needs, and recommend suitable investment products and services.
- Build and manage a book of business through prospecting, referrals, follow-up, and business development.
- Complete client profiling and KYC, service accounts, document interactions in Salesforce, and meet training, compliance, and performance requirements.
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 investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent; proficiency in Microsoft Word, PowerPoint, and Excel.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
- Track record of quickly 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