Bank of America
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
$80K–$90K
Woodland Hills +2 · Full-time · Posted Sep 21, 2026
- Location
- Woodland Hills
Santa Barbara
Westlake Village - Experience
- At least one year in the investments industry and at least 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 a book of high-net-worth clients by identifying financial needs, building relationships, and recommending suitable investment solutions.
What you'll do
- Build and grow a client book through prospecting, referrals, and business development.
- Assess client objectives and recommend suitable investment products and services; service accounts and conduct client reviews.
- Document client interactions in Salesforce and meet training, compliance, and performance requirements.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- Proficiency in Microsoft Word, PowerPoint, and Excel.
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 annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative