Bank of America
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market
$80K–$90K
Pasadena · Full-time · Posted May 28, 2026
- Experience
- Minimum of one year in financial services and/or a goal-based sales environment, plus minimum of one year in the investments industry.
About the job
Develops client relationships and a book of business by assessing financial goals and recommending suitable investment products and wealth-management solutions.
What you'll do
- Source and develop prospective clients, build referral relationships, and meet performance goals.
- Assess client needs and recommend suitable investment products and customized financial strategies; service client accounts.
- Handle lead inquiries, complete KYC account-opening steps, and document client interactions in Salesforce.
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 experience in financial services and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong relationship-building, communication, prospecting, and client-needs assessment skills.
Nice to have
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
Pay
$80,000.00 - $90,000.00 annualized salary (USD, base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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