Computer/technical literacy jobs

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Bank of America · Posted Nov 6, 2026

Open

Pepper Pike, Ohio, United States
On-site
Full-time
1+ years

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Bank of America · Posted Nov 6, 2026

Open

Pepper Pike, Ohio, United States
On-site
Full-time
1+ years

Merrill Advisor Development Program - Financial Advisor

Bank of America · Posted Nov 6, 2026

Open

Washington, District of Columbia, United States
On-site
Full-time
$80K–$90K per year
1+ years

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Responsible for working with high-net worth clients, developing relationships, reviewing investment goals, and preparing investment recommendations.

Compensation

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately

Requirements

Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Nice to have: Bachelor’s degree
Nice to have: One year of financial services industry or sales experience
Nice to have: Track record of quickly learning and adapting to new technologies, systems, and digital tools

Skills

Series 7 and 66 licenses

Merrill Advisor Development Program - Financial Advisor: Palo Alto Market

Bank of America · Posted Nov 6, 2026

Open

Palo Alto, California, United States +1 more
$80K–$90K per year
1+ years

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Responsible for working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.

Locations (2)

Palo Alto, California, United States
San Mateo, California, United States

Compensation

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, and servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately

Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market

Bank of America · Posted Nov 6, 2026

Open

Bridgewater, New Jersey, United States +1 more
On-site
$80K–$90K per year
1+ years

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The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Locations (2)

Bridgewater, New Jersey, United States
Iselin, New Jersey, United States

Compensation

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Handles inbound inquiries from leads regarding Merrill offerings
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately

Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market

Bank of America · Posted Nov 5, 2026

Open

New York, New York, United States
On-site
$80K–$90K per year
1+ years

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Develop and manage a book of business as a Financial Advisor within Merrill Wealth Management, providing comprehensive investment and financial planning services to high-net-worth clients.

Compensation

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Responsibilities

Develop a book of business to meet performance hurdles
Prioritize sourcing prospective clients and referrals
Recommend investment products and services based on client objectives
Balance investment growth, referral activities, and client follow-up
Organize and manage resources to run a productive practice

Requirements

Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Nice to have: Bachelor’s degree
Nice to have: Adaptability to new technology
Nice to have: Multitasking

Skills

Series 7 & 66 (63 & 65 in lieu of 66) licenses Financial services industry experience Investment industry experience Computer/technical literacy

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Responsibilities

Requirements

Skills

Merrill Advisor Development Program - Financial Advisor

Compensation

Responsibilities

Requirements

Skills

Merrill Advisor Development Program - Financial Advisor: Palo Alto Market

Locations (2)

Compensation

Responsibilities

Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market

Locations (2)

Compensation

Responsibilities

Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market

Compensation

Responsibilities

Requirements

Skills

Benefits

Requirements

Skills

Benefits

Requirements

Skills

Benefits

Benefits