Bank of America / Merrill
San Jose, California
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market
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Apply to Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market at Bank of America / MerrillJob details
- Location
- San Jose, California
- Work type
- Onsite
- Compensation
- $80,000 - $90,000/yr
- Posted
- 3 weeks ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Requires Series 7 and 66 (63 & 65 in lieu of 66), 1+ year financial services or sales experience, investment industry experience, strong interpersonal and prospecting skills, and proficiency with Microsoft Word, PowerPoint, Excel and Salesforce.
What you'll do at Bank of America / Merrill:
- advising clients
- sourcing clients
- documenting interactions
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