Wealth Advisor in Training - Elite Program

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

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America seeks a Financial Advisor for the Merrill Advisor Development Program to guide clients in achieving their financial goals. This role involves developing relationships with high-net-worth individuals and collaborating with experienced advisory teams.

Located in Brea, California, this position offers competitive compensation ranging from $80,000 to $90,000, along with extensive training and opportunities for growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial services industry.
• Proven ability to engage with and influence others.

Responsibilities

• Developing a book of business to meet performance hurdles.
• Identifying client needs and delivering tailored solutions.
• Completing mandated training and continuing education.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor for the Merrill Advisor Development Program to guide clients in achieving their financial goals. This role involves developing relationships with high-net-worth individuals and collaborating with experienced advisory teams.

Located in Brea, California, this position offers competitive compensation ranging from $80,000 to $90,000, along with extensive training and opportunities for growth.