Financial Advisor, Merrill Advisor Development Program

Bank of America

Join Merrill's Advisor Development Program as a Financial Advisor. Work with high-net worth clients, providing tailored investment advice and fostering relationships.

Posted 7/10/2026full-timeCarlsbad • California • 🇺🇸 United StatesMid-LevelSenior💰 $36 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing personalized financial advice and building client relationships while effectively managing risk and navigating complex financial environments. Holds relevant licenses and certifications to ensure compliance and deliver tailored solutions.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 License2+ Years Experience In Investments Industry4+ Years Progressive Professional Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Self-StarterTime ManagementGoal SettingRelationship BuildingEffective Communication

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 License

Industry Keywords

Financial AdvisorClient SolutionsRisk ManagementRegulatory Due DiligenceCustomer Experience

About the role

Key responsibilities & impact

Learns how to provide tailored and personalized advice to clients through reviews and presentations
Understands client solutions that are best suited for their financial needs
Shadows Financial Advisor teams to build their network
Leverages available resources and technologies to optimize the customer experience
Participates in ongoing training focused on how to develop a book of business
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business, product, and service transaction

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years experience in investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Is a self-starter who efficiently manages time and capacity
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Benefits

Comp & perks

We provide industry-leading benefits
Access to paid time off
Resources and support to our employees