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Advisor Development Program - Financial Solutions Advisor Trainee: Oso / Marguerite Financial Center

Employer
Merrill Wealth Management
Location
Mission Viejo, California
Salary
Commensurate with Experience
Closing date
May 23, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required

Job Details

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. Were looking for the next generation of financial advisors-those with a passion for people and drive to make clients financial lives better. You ll advise and guide clients on how to achieve their financial goals. Additionally, you ll be equipped with the expertise to support them with personal investing tools and resources.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Minimum Education Requirement: Null

Job Band:
H6

Shift: 
1st shift (United States of America)

Hours Per Week:
40

Company

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