Financial Advisor

Bank of America

. Work with high-net-worth clients with annual revenues of $100k-$5mm .

Posted 11/9/2026full-timeUnited StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advisory services, including investment product recommendations and client relationship management. Proficient in leveraging technology for business growth while adhering to regulatory standards.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Industry ExperienceSales ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Product KnowledgeKYC ProceduresBusiness DevelopmentClient ProfilingSalesforce Documentation

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationListening SkillsGoal-Oriented

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

High-Net-Worth ClientsFinancial ServicesInvestment RecommendationsBusiness GrowthPerformance-Based Compensation

About the role

Key responsibilities & impact

Work with high-net-worth clients with annual revenues of $100k-$5mm
Identify client needs and develop relationships
Review investment goals and prepare investment recommendations
Leverage technology to achieve business growth goals
Profile clients to determine financial objectives
Drive initiatives to maximize impact to clients and prospects
Assist with execution of business development plans
Follow guidance on privacy and regulatory matters
Handle inbound inquiries from leads regarding Merrill offerings
Position Merrill and Bank of America capabilities
Collect client profile data and follow standard KYC procedures to open accounts
Serve as interim Financial Advisor and recommend suitable investment products and services
Service client accounts
Accurately document client interactions and opportunities in Salesforce
Register for and maintain SAFE Act registration and complete the required background check if engaged in residential mortgage loan originations

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of Series 66
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 written and verbal communication skills
Ability to listen and probe for clarity and understanding, assess needs, and recommend appropriate solutions/interventions
Ability to work collaboratively on a team and with key partners
Goal- and results-oriented with strong follow-through skills
Entrepreneurial mindset with ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of compensation is tied to performance
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Formulaic incentive plan eligibility
Monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Flexibility based on role-specific responsibilities and business needs