Financial Advisor Dev Program – Launch Your Advisory Career

Bank of America; Carlsbad (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Paid time off

Incentive plan

Job summary

Merrill Wealth Management is seeking Financial Advisors to work with high-net-worth clients in a Merrill branch. The role focuses on identifying client needs, building relationships, reviewing investment goals, and preparing recommendations that align with clients’ objectives.

This position supports the Advisor Development Program designed for individuals who are excited to transition into a financial advisory career.

Qualifications

• Holder of FINRA Securities Industry Essentials (SIE) certification.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investment industry.
• Ability to obtain Series7 and Series66 licenses within the program timeframe.
• Self-starter who efficiently manages time and capacity.
• Goal-oriented, able to set and accomplish objectives.
• Strong relationship-building and collaboration skills.
• Effective and confident communication with clients.
• Capable of navigating complexity and prioritizing tasks in a fast-paced environment.
• Adaptable learner who seeks optimal solutions for clients.
• Meticulous incorporation of regulatory due diligence into daily activities.

Responsibilities

• Identify client needs, develop relationships, and review investment goals to prepare tailored recommendations.
• Provide personalized advice through reviews and presentations, partnering with management to assess financial goals and recommend advisory strategies.
• Understand and recommend client solutions, including core banking and investment and life priority solutions.
• Shadow experienced Financial Advisors to learn market developments and discuss new products that promote portfolio growth.
• Leverage available resources and technologies to optimize the customer experience and deliver operational excellence.
• Participate in ongoing training on business development and book-building to meet and exceed defined financial targets.
• Build relationships with internal service providers to align client needs and asset thresholds.
• Proactively manage risk in all aspects of business, product, and service transactions using available tools.

Skills

SIE certification

Series7 Series66 eligibility

Relationship building

Communication

Self-starter

Education

Bachelor’s degree

Job description

Merrill Wealth Management is seeking Financial Advisors to work with high-net-worth clients in a Merrill branch. The role focuses on identifying client needs, building relationships, reviewing investment goals, and preparing recommendations that align with clients’ objectives.

This position supports the Advisor Development Program designed for individuals who are excited to transition into a financial advisory career.