Merrill Advisor Development Program - Financial Advisor: Los Angeles Market

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-10

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

• 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.

• 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

• 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

• 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

• 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

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in California Jobs in Del Amo, CA California state guide

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. 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.

How to prepare and behave

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• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
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• 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.

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• U.S. Equal Employment Opportunity Commission: prohibited employment practices
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The city

Del Amo, CA is not one of the cities with its own page in our guides, so here is the state: California.

The state economy in brief

California is in the West region (Pacific division) and has 39,287,376 residents (the 1st largest of the 50 states and DC by population), with a median age of 37.9. Its economy produced about $4,438,822 million in the latest four quarters (BEA), 1st among states and DC, equal to $112,983 per resident.

Jobs and the labour market

The unemployment rate was 5.1% in 2026M09, which is 49th lowest of 51 (1st is the lowest). Employers had job openings equal to 3.6% of employment, 37th highest of 51, a measure of how hard it is to hire. The median wage across all occupations is $58,240 a year ($28.00 an hour), 14% above the national median ($58,240 against $50,980).

What people do and what it pays

The occupations with the most jobs in California are Home Health and Personal Care Aides (970,150 jobs, median $34,320); Fast Food and Counter Workers (449,840 jobs, median $42,280); Retail Salespersons (376,460 jobs, median $38,440); Laborers and Freight, Stock, and Material Movers, Hand (355,500 jobs, median $44,710); Registered Nurses (338,940 jobs, median $140,270). Among occupations with at least 2,000 jobs, the best paid are Airline Pilots, Copilots, and Flight Engineers (median $353,900); Psychiatrists (median $353,500); General Internal Medicine Physicians (median $313,890). Compared with the nation, the state is most specialised in farming, fishing, and forestry (4.1 times the national share of workers) and healthcare support (1.5 times the national share of workers).

Cost of living, taxes and workplace rules

Prices are above the national average in California: the regional price parity is 110.7 against 100 for the whole country (51st lowest of 51). Median gross rent is $2,036 a month and the median household income $99,122, so a year of rent equals 24.6% of income; the median home value is $734,700. The state minimum wage is $16.90 (the higher of state and federal rates applies to most workers). State income tax on wages: Graduated, top rate 13.30%. It is not a right-to-work state, so union contracts can require fees from covered workers. It runs a state paid family and medical leave programme.

People and commuting

27.0% of residents were born abroad and 37.1% of adults hold a bachelor's degree or higher. Among workers, 65.7% drive alone, 2.9% use public transit and 17.2% work from home; 19.4% commute 45 minutes or more.

State guide: California →

Where to live

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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

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The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

• Official website of Bank of America: bankofamerica.com
• SEC EDGAR: company filings search
• Official state website: nc.gov

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The employer's profile on The Muse →

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".

Other open jobs at Bank of America

Similar jobs

Same sub-niche: Banking and wealth advisory

More jobs in Del Amo, CA

All Banking and wealth advisory jobs → · All Finance and Insurance sub-niches →

FAQ

What is the Merrill Advisor Development Program - Financial Advisor: Los Angeles Market job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 30 days ago. The full description is on this page and on The Muse.

Where is this job?

Del Amo, 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?

See the state or country guide for rent, income and taxes.

How old is this listing?

It was posted on 2026-10-10 (30 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 2026-10-10). 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

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)