Bank of America
Merrill Advisor Development Program- Financial Advisor: Wisconsin Market
Milwaukee +2 · Full-time · Posted Oct 9, 2026
- Location
- Milwaukee
Madison
Waukesha - Experience
- Minimum one year in financial services and/or a goal-driven sales environment, and minimum one year in the investments industry.
About the job
Develops client relationships and a book of business, assesses financial goals, and recommends suitable investment and wealth-management solutions to individuals.
What you'll do
- Source prospective clients, build referral networks, and grow a book of business.
- Assess client needs and recommend suitable investment products and services; service client accounts.
- Complete client documentation and required training, compliance, and continuing education.
What they ask for
- Currently holds Series 7 and Series 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 client relationship, communication, needs-assessment, prospecting, and teamwork skills; 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
Model-written summary · the original posting is authoritative