Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market
Bank of America · Posted Nov 9, 2026
- Newport Beach, California, United States +3 more
- $80K–$90K per year
- 1+ years
Locations (4)
- Newport Beach, California, United States
- Brea, California, United States
- Irvine, California, United States
- Laguna Niguel, California, United States
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Requirements
- Bachelor’s degree
- High School Diploma / GED / Secondary School or equivalent
- Nice to have: Bachelor’s degree
- Nice to have: technology learning
- Nice to have: multiple priorities management
Skills
Benefits
- paid time off
- industry-leading benefits
- resources and support
