Bank of America
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
$80K–$90K
Indian Wells · Full-time · Posted Sep 23, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Develops and manages relationships with high-net-worth clients, assesses their financial goals, and recommends suitable investment products and services while building a book of business.
What you'll do
- Identify and prospect for clients, assess needs, and develop relationships through referrals and networking.
- Recommend suitable investment products and services, service client accounts, and refer clients to internal specialists as appropriate.
- Document client interactions in Salesforce and complete required training, assessments, and continuing education.
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 or sales-environment experience where goals were met or exceeded.
- Proficient in Microsoft Word, PowerPoint, and Excel; able to work where most compensation is performance-tied.
Nice to have
- Bachelor’s degree.
- Experience quickly learning and adapting to new technologies, systems, and digital tools.
Pay
$80,000.00 - $90,000.00 USD base salary (annualized)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative