Bank of America
Merrill Advisor Development Program - Financial Advisor: West LA Market
$80K–$90K
Los Angeles · Full-time · Posted Oct 1, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; desired qualification also lists a bachelor’s degree and/or at least one year of financial-services or sales experience.
- 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 and wealth-planning solutions.
What you'll do
- Source and engage prospective clients, assess needs, and develop relationships through referrals, prospecting, and follow-up.
- Recommend suitable investment products and services, service client accounts, and document interactions in Salesforce.
- Build a productive financial-advisory practice while meeting performance goals, completing training, and following compliance requirements.
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 experience and/or sales experience where goals were met or exceeded.
- Proficient in Microsoft Word, PowerPoint, and Excel; able to work where the majority of compensation is performance-tied.
Nice to have
- Bachelor’s degree.
- Ability to quickly learn and adapt to new technologies, systems, and digital tools.
Pay
$80,000.00 - $90,000.00 USD annualized salary (base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
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