Financial Advisor Development Track – San Diego

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan opportunities

Job summary

A premier financial institution in California is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role focuses on developing relationships with high-net-worth clients, assessing financial goals, and recommending investment products tailored to client needs. The ideal candidate holds necessary licenses, possesses strong interpersonal skills, and has at least one year of experience in finance or sales. Benefits include world-class training and a collaborative environment aimed at promoting personal and professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Documents all client interactions and opportunities within Salesforce.

Skills

Business Acumen

Client Solutions Advisory

Wealth Planning

Emotional Intelligence

Prospecting

Active Listening

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Salesforce

Job description

A premier financial institution in California is seeking a Financial Advisor to join their Merrill Advisor Development Program. This role focuses on developing relationships with high-net-worth clients, assessing financial goals, and recommending investment products tailored to client needs. The ideal candidate holds necessary licenses, possesses strong interpersonal skills, and has at least one year of experience in finance or sales. Benefits include world-class training and a collaborative environment aimed at promoting personal and professional growth.