Financial Advisor – Lone Star Market

Bank of America

. Work with high-net-worth clients with annual revenues of $100k-$5mm .

Posted 11/10/2026full-timeSan Antonio • Texas • United StatesJuniorWebsite

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 services, with a strong focus on understanding client needs and delivering tailored financial solutions. Proficient in leveraging technology and tools to enhance business growth and client engagement.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeSales ExperienceClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsKYC ProceduresFinancial AdvisoryBusiness DevelopmentClient Profiling

Soft Skills

Interpersonal SkillsCommunication SkillsCollaborationGoal OrientationProblem Solving

Tools & Technologies

SalesforceMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Background Check

Industry Keywords

High-Net-Worth ClientsFinancial ServicesInvestment IndustryProspectingNetworking

About the role

Key responsibilities & impact

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
Conduct profiling activities to determine clients’ financial objectives
Drive initiatives to maximize impact to clients and prospects
Assist with execution of business development plans
Understand guidance on privacy and regulatory matters
Handle inbound inquiries from leads regarding Merrill offerings
Position the capabilities of Merrill and Bank of America
Collect necessary client profile data, following standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor, recommending suitable investment products and services and servicing client accounts
Document all client interactions and opportunities accurately in Salesforce
Register with the federal registry system and complete required SAFE Act background checks when engaged in residential mortgage loan origination

Requirements

What you’ll need

Currently holds Series 7 and 66 (or equivalent Series 63 and 65 in lieu of 66) licenses
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 a proven ability to quickly build trust and credibility
Effective written and verbal communication skills
Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Goal and results oriented with strong follow-through skills
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
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Track record of quickly learning and adapting to new technologies, systems, and digital tools
Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs