• Jobs

• View All Jobs

• Companies

• Advice

• Coaching

• Newsletter

• Employers

• Sign In

• Saved Companies

• Account Settings

• Sign Out

Bank of America:

Advisor Development Program

• Financial Solutions Advisor Trainee: Paso Robles Financial Center

3 weeks ago• Paso Robles, CA
Viewed on February 1, 2026
Apply on company site

About Us

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

• Size: 10000+ employees
• Industry: Financial Services

View Company Profile:

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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. 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.

Role Specifics:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials SIE, Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Required Qualifications:

• 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

Want more jobs like this?

Get jobs in Paso Robles, CA delivered to your inbox every week.
Email Address

Send me The Muse newsletters for the best in career advice and job search tips.

Get jobs!
By signing up, you agree to our Desired Qualifications:

• 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

Shift:
1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details:

US - CA - Paso Robles - 1511 SPRING ST - PASO ROBLES BC (CA0261)

Pay and benefits information

Pay range

$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

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.

Client-provided location(s): Paso Robles, CAJob ID: Bank OfAmerica-JR-26000094Employment Type: FULL_TIMEPosted: 2026-01-06T19:04:49Apply on company site

Perks and Benefits

Health and Wellness

• FSA
• HSA
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Pet Insurance
• Mental Health Benefits

Parental Benefits

• Non-Birth Parent or Paternity Leave
• Birth Parent or Maternity Leave
• Adoption Assistance Program
• Adoption Leave
• Family Support Resources

Work Flexibility

Office Life and Perks

Vacation and Time Off

• Leave of Absence
• Personal/Sick Days
• Paid Holidays
• Paid Vacation
• Sabbatical
• Volunteer Time Off

Financial and Retirement

• 401(K) With Company Matching
• 401(K)
• Financial Counseling

Professional Development

• Tuition Reimbursement
• Internship Program
• Associate or Rotational Training Program
• Mentor Program
• Access to Online Courses

Diversity and Inclusion

Apply on company site

Similar Jobs

Advisor Development Program Client Associate Bank of America Beachwood, OHAdvisor Development Program Client Associate Merrill Bellevue, WAAdvisor Development Program Client Associate Bank of America Bellevue, WA

Suggested Searches

mid jobs Bank of America jobs All jobs

Search Additional Jobs

Advisor Development Program Jobs in Paso Robles, CAJobs in Paso Robles, CAThe Muse LogoA logo with "the muse" in white text.

of Use

• Popular Jobs

• New York Jobs

• San Francisco Jobs

• Seattle Jobs

• Engineering Jobs

• Marketing Jobs

• Information Technology Jobs

• Salaries

Get Involved

• For Employers
• The Muse Book: The New Rules of Work
• For Career Coaches
• Tell A Friend

Join The Conversation:

• Facebook

• LinkedIn

• Twitter

• Pinterest

• Instagram