Bank of America
Merrill Advisor Development Program- Financial Advisor: Volunteer State Market
Chattanooga +1 · Full-time · Posted Jul 26, 2026
- Location
- Chattanooga
US - TN - Nashville - 222 2nd Ave S (TN9120) - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded, and at least one year in the investments industry.
About the job
Develops client relationships and a book of business, assesses financial goals, and recommends suitable investment products and wealth strategies to clients.
What you'll do
- Source prospective clients, build relationships, and develop a book of business to meet performance goals.
- Assess client needs and recommend suitable investment products and customized solutions; service accounts and conduct client reviews.
- 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 in lieu of 66).
- At least one year of experience in the financial services industry and/or a sales environment with goals 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.
- Learns and adapts to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative