Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

Job Overview Merrill Wealth Management (part of Bank of America) offers comprehensive wealth management and investment products to individuals, companies, and institutions, specializing in goals‑based wealth management such as retirement planning, education, legacy, and other life goals. The firm’s advisory teams combine investment insights with banking convenience to help clients pursue their vision. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with both existing and prospective clients’ objectives. You will collaborate with and be mentored by Merrill financial advisor teams to promote portfolio growth. Responsibilities Develop a book of business to meet and exceed established performance hurdles. Prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to internal specialists, and executing highly customised solutions. Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile and preferences. Balance investment growth, referral activities, customer follow‑up, prospect building, administrative compliance, and personal growth and development. Organise and manage resources (time, people, budget) to run a productive practice. Seek specialists where appropriate to identify planning and investment strategies for clients. Complete mandated training, assessments, performance goals and continuing education requirements. Handle inbound inquiries from leads regarding Merrill offerings. Position the extensive capabilities of Merrill and Bank of America. Collect necessary client profile data and follow standard KYC procedures to open account(s). Serve as interim Financial Advisor, providing recommendations based on client profile. Document all client interactions and opportunities within Salesforce accurately. Qualifications Required Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licences. Minimum one‑year experience in the financial services industry and/or a sales environment where goals were met or exceeded. Minimum one‑year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. Proven ability to engage with and influence others. Exceptional interpersonal and relationship building skills. Effective written and verbal communication skills – proven ability to quickly build trust and credibility. Proven ability to assess needs and recommend appropriate solutions. Proven ability to work collaboratively on a team and with key partners. Proven ability to listen and probe for clarity and understanding. Goal‑oriented; entrepreneurial mindset with proven ability to source clients through extensive prospecting and networking. Ability to work in an environment where majority of compensation is tied to performance. Strong follow‑through skills and computer/technical literacy (Microsoft Word, PowerPoint, Excel). Desired Bachelor’s degree and/or minimum one‑year of financial services industry or sales experience. Experience learning and adapting to new technology or applications. Ability to execute multiple tasks simultaneously. Skills Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Trading Compliance & Licensing This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. Schedule Shift: 1st shift (United States of America) Hours Per Week: 40 Location US - CA - Santa Barbara - 1424 STATE ST (CA6808) US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811) US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810) Pay & Benefits Salary: $80,000.00 – $90,000.00 annualised, commensurate with experience, education and skill set. Employees are eligible for a formulaic incentive plan. Benefits include industry‑leading benefits, paid time off, resources and support to help employees make a genuine impact and contribute to sustainable business growth. EEO Statement We’re devoted to being a diverse and inclusive workplace for everyone. Bank of America believes in the importance of working together and offering flexibility to our employees. #J-18808-Ljbffr Bank of America