Merrill Advisor Development Program – Financial Advisor

Job Description

Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market | Bank of America

The Tone:
This is a full-time role at Bank of America, located in San Diego, CA. Bank of America, a large financial institution, provides comprehensive wealth management and investment products and services for individuals, companies, and institutions through its Merrill Wealth Management division. This role is designed for individuals making a career transition into a Financial Advisor position, empowering them to help clients pursue their life goals through trusted, personal advisory relationships and expert financial guidance.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, San Diego, CA

• Team: Works with and is mentored by Merrill Financial Advisor Teams, collaborating with core banking and investment partners.
• Mission: Develop new client relationships and provide comprehensive wealth management advice to help high-net-worth individuals achieve their financial goals.
• Tech Stack: Salesforce, Microsoft Word, PowerPoint, Excel

What You’ll Actually Do
• Develop: Cultivate a book of business to meet and exceed established performance hurdles.
• Advise: Assess client needs, provide comprehensive financial recommendations, and execute customized solutions aligned with client goals.
• Recommend: Serve as an interim Financial Advisor, recommending suitable investment products and services for prospects and clients.
• Collaborate: Engage with internal specialists and core banking partners to identify and deliver integrated financial strategies.
• Document: Accurately document all client interactions and opportunities within Salesforce, while managing daily activities, prospecting, and compliance.

The Must-Haves
• Background: Early Career Financial Advisor (program for career transitioners). Requires existing Series 7 & 66 (or 63 & 65) licenses, coupled with in-depth knowledge of investment products and services.
• Experience: A minimum of one year in the financial services or sales industry with a proven track record of meeting or exceeding goals, alongside at least one year in the investments industry.
• Skills: Exceptional interpersonal and relationship building, effective written and verbal communication, entrepreneurial mindset with prospecting ability, goal- and results-oriented.
• Bonus: Bachelor’s degree or additional financial services/sales experience; ability to quickly learn and adapt to new technology.