Bank of America
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
$80K–$90K
San Diego +1 · Full-time · Posted Oct 1, 2026
- Location
- San Diego
Carlsbad - 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
- Source prospective clients, build relationships, assess needs, and develop a book of business.
- Recommend suitable investment solutions, service client accounts, and document interactions in Salesforce.
- Complete required training and compliance tasks, including client profiling and KYC procedures.
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 technologies, systems, and digital tools.
Pay
USD $80,000.00 - $90,000.00 annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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