Bank of America
Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market
$80K–$90K
Saint Louis +5 · Full-time · Posted Aug 17, 2026
- Location
- Saint Louis
Cape Girardeau
Quincy
Swansea
Frontenac
Chesterfield - Experience
- At least one year in financial services and/or sales, plus at least one year in the investments industry.
- Education
- Bachelor’s degree is desired; no required education stated.
About the job
Build and manage a financial advisory practice by developing client relationships and providing tailored investment and wealth-planning recommendations to high-net-worth clients.
What you'll do
- Develop a book of business through prospecting, referrals, and client relationship building.
- Assess client goals and recommend suitable investment products and customized solutions; service client accounts.
- Handle lead inquiries, complete KYC account-opening steps, and document client 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 financial services 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, prospecting, and client-needs assessment skills.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
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