Wealth Advisor – Orange County Growth & Elite Training

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Formulaic incentive eligible

Job summary

A leading financial services company is seeking a Financial Advisor for its Merrill Advisor Development Program in Irvine, California. This role involves working with high-net-worth individuals, developing relationships, and delivering comprehensive financial guidance. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in finance or sales. The position offers competitive salary and incentive opportunities while supporting career growth through extensive training and customer engagement strategies.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions and opportunities in Salesforce.

Skills

Business Acumen

Interpersonal Skills

Effective Communication

Analytical Thinking

Client Solutions Advisory

Risk Management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

A leading financial services company is seeking a Financial Advisor for its Merrill Advisor Development Program in Irvine, California. This role involves working with high-net-worth individuals, developing relationships, and delivering comprehensive financial guidance. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in finance or sales. The position offers competitive salary and incentive opportunities while supporting career growth through extensive training and customer engagement strategies.