Bank of America-posted 9 months ago
$28 - $32/Yr
Full-time • Entry Level
Moreno Valley, CA
Credit Intermediation and Related Activities

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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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.

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
  • Learn foundational skills to be an advisor, including acquiring, building, and managing client relationships.
  • Guide clients with advice and solutions to help them achieve their financial goals.
  • Work in a financial center to deliver Bank of America's core banking and investment solutions.
  • Progress through stages of development to become a Merrill Financial Solutions Advisor.
  • Displays confidence working in a sales role.
  • Builds strong client relationships through effective communication and collaboration.
  • Displays a proactive mindset and effective time management.
  • Demonstrates a results-driven mindset and prioritizes client interests.
  • Identifies appropriate client solutions through application of learnings and new information.
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies.
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
  • Learns and adapts to new technology or applications.
  • Executes multiple tasks simultaneously.
  • Industry-leading benefits.
  • Access to paid time off.
  • Resources and support to make a genuine impact.
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