Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

Bank of America (GHR)

Irvine, CA, US
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year financial services experience
Prospecting and networking skills
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients

Job Summary

  • The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.
  • Employees will receive world-class training, one-on-one coaching from the Academy at Bank of America, and mentorship from experienced advisor teams.
  • The role offers a formulaic incentive plan based on performance metrics alongside industry-leading benefits and paid time off.

Matching Summary

The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors serving high-net-worth clients.

Salary

Base: $80,000.00 - $90,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year financial services experience
  • Prospecting and networking skills
  • Client needs assessment capabilities
  • Investment product knowledge
  • Sales environment goal orientation

Nice-to-have

  • Entrepreneurial mindset
  • Strong interpersonal relationship skills
  • Ability to work collaboratively on teams
  • Experience with Salesforce CRM
  • Bachelor's degree preferred
  • Adaptability to new technology

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year in financial services or sales
  • Minimum one year in investments industry
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter