Bank of America
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market
$80K–$90K
San Jose +1 · Full-time · Posted Sep 10, 2026
- Location
- San Jose
Honolulu - Experience
- Minimum of one year in the investments industry and minimum of one year in financial services and/or a sales environment; the posting also lists a bachelor’s degree and/or a minimum of one year of financial services industry or sales experience as desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with high-net-worth clients and prospects to develop relationships, assess financial goals, recommend suitable investments, and grow a financial advisory practice.
What you'll do
- Source and develop prospective clients, manage referrals, and build a book of business.
- Assess client needs and provide suitable investment recommendations and account servicing.
- Document client interactions in Salesforce and complete required training and compliance activities.
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 investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services or sales experience where goals were met or exceeded.
- Proficiency in Microsoft Word, PowerPoint, and Excel.
Nice to have
- Bachelor’s degree.
- Ability to quickly learn and adapt 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