Financial Advisor

Bank of America

. Handle inbound inquiries from leads regarding Merrill offerings .

Posted 11/6/2026full-timeBaltimore • Maryland • United StatesJuniorMid-Level💰 $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 client relationship management and investment advisory, leveraging strong communication skills to assess client needs and recommend suitable financial products. Holds necessary licenses and possesses a solid understanding of the financial services industry, with a focus on high-net-worth clients.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KYC ProceduresInvestment RecommendationsClient ProfilingSalesforce DocumentationFinancial Analysis

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationGoal-OrientedAdaptability

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

SAFE Act RegistrationHigh School DiplomaBachelor's Degree (Desired)

Industry Keywords

Financial ServicesHigh-Net-Worth ClientsBusiness DevelopmentInvestment TrainingPerformance-Based Compensation

About the role

Key responsibilities & impact

Handle inbound inquiries from leads regarding Merrill offerings
Position the capabilities of Merrill and Bank of America
Collect client profile data and follow standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor and recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
Service client accounts
Document all client interactions and opportunities accurately in Salesforce
Work with high-net-worth clients with annual revenues of $100,000-$5 million
Identify client needs, 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 for clients and prospects
Assist with business development plans
Follow privacy and regulatory guidance

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 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 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
SAFE Act registration, background check, and continued good standing required
Desired: Bachelor’s degree and/or minimum of one year of financial services industry or sales experience
Ability to learn and adapt to new technologies, systems, and digital tools
Ability to manage multiple priorities in a dynamic, deadline-driven environment

Benefits

Comp & perks

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