Bank of America
Merrill Advisor Development Program - Financial Advisor: West Central Michigan Market
Auburn Hills +7 · Full-time · Posted Jul 16, 2026
- Location
- Auburn Hills
Saginaw
Ann Arbor
Portage
East Lansing
Muskegon
Traverse City
Grand Rapids - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded, and minimum of one year in the investments industry.
About the job
Develops a financial advisory business by building client relationships, assessing financial goals, and recommending suitable investment solutions to high-net-worth individuals.
What you'll do
- Build a book of business through prospecting, referrals, and client relationship development.
- Assess client needs and provide suitable investment recommendations, account servicing, and comprehensive advice.
- Handle lead inquiries, document client interactions in Salesforce, and complete required training and compliance tasks.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 7 and Series 63 & 65.
- 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.
- Proficiency in Microsoft Word, PowerPoint, and Excel.
Nice to have
- Bachelor’s degree.
- Ability to learn and adapt to new technology or applications.
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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