Bank of America
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
$80K–$90K
San Diego · Full-time · Posted Sep 23, 2026
- Experience
- Minimum of one year in the investments industry and minimum of one year in financial services and/or a goal-driven sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Develops and manages client relationships, assesses financial goals, and recommends suitable investment products and services while building a book of business.
What you'll do
- Identify and prospect clients, assess their needs, and develop relationships through referrals and networking.
- Recommend suitable investment products and services, service accounts, and document client interactions in Salesforce.
- Build and manage a productive practice while completing required training, assessments, and continuing education.
What they ask for
- Currently holds Series 7 and Series 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; able to work where most compensation is performance-based.
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 annualized base salary
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative