Bank of America
Merrill Advisor Development Program - Financial Advisor: Washington DC Market
$80K–$90K
Washington · Full-time · Posted Aug 24, 2026
- Experience
- At least one year in financial services and/or sales, plus at least one year in the investments industry.
About the job
Develops client relationships and a book of business while recommending suitable investment products and services to help clients meet financial goals.
What you'll do
- Identify and engage prospective clients, build relationships, and develop a book of business.
- Assess client needs and recommend suitable investment solutions; service accounts and document interactions in Salesforce.
- Complete required training, assessments, performance goals, and continuing education.
What they ask for
- Currently holds Series 7 and Series 66 licenses (Series 63 and 65 accepted in lieu of Series 66).
- At least one year of financial services and/or sales experience 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, and client-prospecting abilities; able to work where most compensation is performance-tied.
Nice to have
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
Pay
$80,000.00 - $90,000.00 USD annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative