Bank of America
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market
$80K–$90K
Los Angeles +3 · Full-time · Posted Oct 9, 2026
- Location
- Los Angeles
Seal Beach
Ontario
Rolling Hills Estates - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Develops and manages client relationships and a book of business, assessing financial goals and recommending suitable investment solutions to high-net-worth clients.
What you'll do
- Build a book of business through prospecting, referrals, networking, and client follow-up.
- Assess client needs and provide suitable investment recommendations and account servicing.
- Document client interactions in Salesforce and complete required training and compliance activities.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services experience and/or sales experience where goals were met or exceeded.
- Proficient in Microsoft Word, PowerPoint, and Excel.
Nice to have
- Bachelor’s degree.
- Experience adapting quickly to new technologies, systems, and digital tools.
Pay
$80,000.00 - $90,000.00 annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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