Financial Advisor – Greater Orange County Market
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Irvine • California • United States
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Salary
💰 $80,000 - $90,000 per year
Job Level
About the role
- Work with high-net worth individuals to develop financial goals
- Collaborate with Merrill Financial Advisor Teams for client recommendations
- Handle inbound inquiries regarding Merrill offerings
- Provide recommendations for suitable investment products and services
Requirements
- Currently holds Series 7 & 66 licenses
- Minimum of one year experience in financial services or sales
- Proven ability to engage and influence others
- Exceptional interpersonal and relationship-building skills
- Goal-oriented with an entrepreneurial mindset
- Strong follow-through skills and proficiency in Microsoft Office
- Ability to work in a performance-driven environment
Benefits
- Paid time off
- Comprehensive health insurance
- Paid training and development programs
- Access to a supportive work culture
- Employee incentives as per performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicessales
Soft Skills
interpersonal skillsrelationship-building skillsgoal-orientedentrepreneurial mindsetfollow-through skillsengagementinfluence
Certifications
Series 7 licenseSeries 66 license