Financial Advisor – Eastern Pennsylvania Market

. Handle inbound inquiries from leads regarding Merrill offerings .

Posted 11/6/2026full-timeAllentown • Pennsylvania • United StatesJuniorWebsite

Key responsibilities & impact

Handle inbound inquiries from leads regarding Merrill offerings
Position Merrill and Bank of America capabilities
Collect client profile data following standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor
Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
Service client accounts
Document client interactions and opportunities accurately in Salesforce
Work with high-net-worth clients with annual revenues of $100k–$5mm
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations
Leverage technology to achieve business growth goals
Profile activities to determine clients’ financial objectives
Drive initiatives to maximize impact to clients and prospects
Assist with execution of business development plans
Follow privacy and regulatory guidance

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 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
SAFE Act registration, background check, and continued good standing required
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience (desired qualification)
Ability to work onsite in accordance with workplace excellence policy if selected

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs
Access to Merrill investment insights and Bank of America banking convenience
Compensation tied in part to performance