Financial Advisor

Bank of America

. Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations .

Posted 10/13/2026full-timeColumbia • South Carolina • United 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 services and investment products, with a strong focus on client relationship management and performance-driven results. Proficient in utilizing Salesforce for client documentation and possesses the necessary licenses to operate effectively in the financial advisory space.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ProductsFinancial Goal AssessmentKYC ProceduresPortfolio Growth StrategiesPerformance Metrics

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryClient ProspectingSales EnvironmentPerformance Goals

About the role

Key responsibilities & impact

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
Collaborate with and receive mentorship from Merrill Financial Advisor Teams to promote portfolio growth
Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, refer customers to 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 personal development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify client planning and investment strategies
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 as appropriate
Serve as interim Financial Advisor and service client accounts
Document client interactions and opportunities accurately in Salesforce
Complete world-class training and onboarding, Academy training, and one-on-one coaching
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 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; employees must remain in good standing
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Access to employee resources and support