Financial Advisor

Bank of America

. Develop a book of business to meet and exceed established performance hurdles .

Posted 11/5/2026full-timeBloomfield Hills • Michigan • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial advising, investment product knowledge, and client relationship management while effectively collaborating with internal specialists to deliver tailored financial solutions. Proven ability to meet performance goals and maintain compliance with industry regulations.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingInvestment StrategiesKYC ProceduresPerformance Goals AchievementClient Needs AssessmentCustomized Solutions DevelopmentAdministrative ComplianceFinancial PresentationsTime ManagementNetworking

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft ExcelSalesforce

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryClient Profile DataReferral ActivitiesPerformance-Based CompensationFDIC ComplianceFINRA RegulationsLoan Originator Compliance

About the role

Key responsibilities & impact

Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify planning and investment strategies for clients
Complete mandated training, assessments, performance goals, and continuing education requirements
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 service client accounts
Document client interactions and opportunities accurately in Salesforce
Provide comprehensive financial advice, client reviews, and presentations
Collaborate with core banking and investment partners

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66)
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective written and verbal communication skills
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of compensation is tied to performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
SAFE Act registration, background check, and registration process required
Must comply with applicable FDIC, SAFE Act, Loan Originator, and FINRA restrictions
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Bank of America’s Academy and local leadership
Mentorship from Merrill Financial Advisor Teams
Continuing education opportunities
Career development support
Opportunity to collaborate with core banking and investment partners
In-office culture with role-specific flexibility