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Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

Merrill · Anaheim, CA · posted 2 days ago

In short: Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market at Merrill in Anaheim, CA, posted 2 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Merrillemployer

Anaheim, CAlocation

Banking and wealth advisorysub-niche

2 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-07

Employer	Merrill
Location	Anaheim, California
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	Sales
Posted	2026-11-07 (2 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Role Specifics:

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's financial objectives. Job expectations include driving initiatives to maximize impact to clients and prospects, assisting with the execution of business development plans, understanding guidance on privacy and regulatory matters.

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.

The Merrill Advisor Development Program- Financial Advisor engages in:

Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:

Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

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

Required Qualifications:

Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
Effective communication skills (written and verbal)
Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Goal and results oriented with strong follow-through skills
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Possess computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Track record of quickly learning and adapting to new technologies, systems, and digital tools
Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - Brea - 145 S STATE COLLEGE BLVD - BREA PLACE (CA7800), US - CA - Irvine - 100 Spectrum Center Dr (CA6813), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)

Pay and benefits information

Pay range

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Merrill Jobs in California Jobs in Anaheim, CA Anaheim city guide California state guide Orange County economy

View this job and apply on The Muse →

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Merrill. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in Anaheim, CA. Below is what the official statistics say about living and working there.

How Anaheim compares. Among the 145 largest places in California, Anaheim is #10 by population, #118 for homeownership (#1 = highest), #109 for remote work (#1 = most), #96 for household income (#1 = highest). Its county, Orange County, is #9 of 58 counties for average pay ($81,403).

The place in numbers

Anaheim has 344,521 residents (ACS 2020–2024), about 0.9% of the population of California. It covers 50 square miles of land, which works out to roughly 6,852 people per square mile. The median age is 36.2, 4% younger than the state median (36.2 against 37.9).

Housing

The median gross rent is $2,175 a month (rent plus utilities), 7% above the state median ($2,175 against $2,036). Over a year that is 27.4% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $831,200, which is 8.7 times the median household income ($95,227); a ratio above 5 usually means buying is out of reach without savings or a second income. 46.2% of households own their home, 17% below the state average (46.2% against 55.9%).

Work and pay

The Los Angeles-Long Beach-Anaheim, CA metropolitan area has 6,271,560 jobs in the BLS wage survey, and the median pay across all occupations is $55,850 a year, 10% above the national median ($55,850 against $50,980). The biggest occupation groups are office and administrative support (702,480 jobs, median $52,710); food preparation and serving related (588,660 jobs, median $38,460); healthcare support (537,460 jobs, median $35,630). The area is most specialised in arts, design, entertainment, sports, and media (2.2 times) and healthcare support (1.7 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($136,490) and legal ($128,110). In 2026M09 the unemployment rate of Orange County was 4.3%. 66.7% of residents aged 16 and over are in the labour force. The city lies in Orange County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 71.7% drive alone, 1.8% use public transit, 1.7% walk, 11.1% work from home. 17.5% of workers commute 45 minutes or more, 10% below the state average (17.5% against 19.4%).

People and education

29.7% of adults aged 25 and over hold a bachelor's degree or higher, 20% below the state share (29.7% against 37.1%). 35.1% of residents were born outside the United States, 30% above the state share (35.1% against 27.0%). The poverty rate is 12.4%, 4% above the state rate (12.4% against 12.0%).

Climate

The warmest month is Aug, averaging 78°F (25.8°C), and the coolest is Dec at 50°F (10.0°C). About 289 mm (11 inches) of precipitation falls in a year; Feb is the wettest month (63 mm) and Jun the driest (1 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Chino Hills (6 miles, rent 33% higher); Orange (8 miles, rent 7% higher); Tustin (9 miles, rent 13% higher); Fullerton (10 miles, similar rent). Rent differences are against Anaheim; use the Compare tab to put any two cities side by side.

Full guide to Anaheim →California guide All jobs in Anaheim

Official links for Anaheim

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Anaheim, CA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Anaheim, CA	0 mi	$2,175	$831,200	$95,227	17.5%	n/a	Jobs
Chino Hills, CA	6 mi	$2,894	$874,900	$126,334	31.0%	n/a	—
Orange, CA	8 mi	$2,327	$945,800	$117,113	13.8%	n/a	—
Tustin, CA	9 mi	$2,449	$950,400	$112,503	8.5%	n/a	—
Fullerton, CA	10 mi	$2,194	$902,600	$104,286	23.4%	n/a	—
Chino, CA	10 mi	$2,336	$683,400	$104,682	28.3%	n/a	—
Santa Ana, CA	11 mi	$2,082	$713,000	$93,999	10.7%	n/a	—
Corona, CA	11 mi	$2,228	$700,700	$109,242	32.5%	n/a	Jobs
Irvine, CA	12 mi	$2,997	$1,191,500	$136,719	11.9%	n/a	Jobs
Garden Grove, CA	13 mi	$2,012	$814,100	$92,174	16.6%	n/a	—
Pomona, CA	14 mi	$1,810	$593,800	$79,479	25.5%	n/a	—
Buena Park, CA	14 mi	$2,206	$838,800	$110,550	20.9%	n/a	—
Lake Forest, CA	15 mi	$2,672	$937,000	$135,175	12.9%	n/a	—
Westminster, CA	15 mi	$2,168	$858,300	$85,541	15.8%	n/a	—
Ontario, CA	15 mi	$2,030	$607,600	$88,941	24.1%	n/a	Jobs
Costa Mesa, CA	16 mi	$2,446	$1,115,100	$111,505	9.7%	n/a	Jobs
West Covina, CA	16 mi	$2,245	$779,800	$101,065	28.1%	n/a	—
Whittier, CA	17 mi	$1,906	$822,600	$97,201	28.1%	n/a	—
Huntington Beach, CA	18 mi	$2,510	$1,100,000	$120,919	19.3%	n/a	—
Mission Viejo, CA	18 mi	$2,839	$1,009,600	$136,123	15.9%	n/a	Jobs

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Anaheim, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Los Angeles, CA	39 mi	3,857,263
San Diego, CA	80 mi	1,389,526
Phoenix, AZ	326 mi	1,642,323
San Jose, CA	329 mi	990,138
San Francisco, CA	399 mi	830,235
Denver, CO	820 mi	718,877
Seattle, WA	980 mi	754,195
Oklahoma City, OK	1,154 mi	697,125
San Antonio, TX	1,169 mi	1,479,835
Fort Worth, TX	1,179 mi	963,194
Austin, TX	1,195 mi	979,539
Dallas, TX	1,212 mi	1,307,930
Houston, TX	1,340 mi	2,328,253
Chicago, IL	1,721 mi	2,711,226
Indianapolis, IN	1,786 mi	885,860
Columbus, OH	1,954 mi	914,802
Charlotte, NC	2,092 mi	903,844
Jacksonville, FL	2,116 mi	977,670
Philadelphia, PA	2,369 mi	1,579,706
New York, NY	2,430 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Irvine, CA	12 mi	21
Costa Mesa, CA	16 mi	10
Newport Beach, CA	19 mi	1
Compton, CA	27 mi	3
Huntington Park, CA	28 mi	2
Culver City, CA	38 mi	6
El Segundo, CA	38 mi	102
Los Angeles, CA	39 mi	494
Burbank, CA	40 mi	6
Beverly Hills, CA	40 mi	2
Encino, CA	47 mi	1
Carlsbad, CA	57 mi	3
San Diego, CA	80 mi	352
El Cajon, CA	86 mi	1
Chula Vista, CA	95 mi	2

The employer

Merrill is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market job at Merrill?

A mid level role in finance and insurance (banking and wealth advisory) listed 2 days ago. The full description is on this page and on The Muse.

Where is this job?

Anaheim, CA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Anaheim is $2,175 a month and median household income $95,227 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-07 (2 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-11-07). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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