Financial Advisor – Greater Virginia Market

Bank of America

. Handle inbound inquiries from leads regarding Merrill offerings .

Posted 11/6/2026full-timeRichmond • Virginia • United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and investment advisory, leveraging strong communication skills and a results-oriented approach to meet client financial objectives. Proficient in KYC procedures and compliance, with a focus on high-net-worth client engagement and business development.

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

KYC ProceduresInvestment RecommendationsClient ProfilingBusiness DevelopmentSalesforce Documentation

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationGoal OrientationCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesHigh-Net-Worth ClientsInvestment IndustryProspectingNetworking

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 by recommending 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 $100k-$5mm
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 to clients and prospects
Assist with business development plans
Follow guidance on privacy and regulatory matters

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 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 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 registration process 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 (desired)
Ability to manage multiple priorities in a dynamic, deadline-driven environment (desired)

Benefits

Comp & perks

Formulaic incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs