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

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Demonstrates expertise in financial services and investment products, with a strong focus on client relationship management and business development. Proficient in leveraging technology and data to enhance client engagement and achieve business growth objectives.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeSales ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsKYC ProceduresSalesforce DocumentationFinancial ProfilingBusiness Development Execution

Soft Skills

Interpersonal SkillsCommunication SkillsRelationship BuildingGoal OrientationTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

High-Net-Worth ClientsFinancial Services IndustryInvestment IndustryClient EngagementPerformance-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
Conduct profiling activities to determine clients’ 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 the capabilities of Merrill and Bank of America
Collect necessary client profile data and follow standard KYC procedures to open accounts
Serve as interim Financial Advisor, recommending suitable investment products and services and servicing client accounts
Accurately document client interactions and opportunities in Salesforce

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of 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 required
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience desired
Ability to quickly learn and adapt to new technologies, systems, and digital tools
Ability to manage multiple priorities simultaneously in a dynamic, deadline-driven environment
SAFE Act registration and required background check for residential mortgage loan originations

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance
Industry-leading benefits
Paid time off
Resources and support to contribute to business and community impact