Elite Wealth Advisor Development Program

Bank of America; Los Angeles (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligibility

Job summary

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor in Los Angeles. Role focuses on high-net-worth clients, delivering comprehensive investment recommendations and relationship building.

You will collaborate with Merrill Financial Advisor Teams and complete required training. Requirements include licenses (Series 7/66 or equivalents), minimum investment-industry experience, strong communication, and a proven ability to prospect and manage client relationships.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu) is required.
• Minimum one year in investments or financial services sales.
• Strong interpersonal and relationship-building skills.
• Effective written and verbal communication.
• Proven ability to source clients and meet goals.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Position Merrill/Bank of America capabilities to clients.
• Collect client profile data via KYC procedures.
• Provide investment recommendations aligned with client objectives.
• Document interactions in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree (desirable)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Bank of America seeks a Merrill Advisor Development Program - Financial Advisor in Los Angeles. Role focuses on high-net-worth clients, delivering comprehensive investment recommendations and relationship building.

You will collaborate with Merrill Financial Advisor Teams and complete required training. Requirements include licenses (Series 7/66 or equivalents), minimum investment-industry experience, strong communication, and a proven ability to prospect and manage client relationships.