Financial Advisor – Merrill Advisor Development Program

Bank of America

. Work with high-net-worth clients with annual revenues of $100,000–$5 million .

Posted 11/7/2026full-timeUnited StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investment product recommendations and client relationship management. Proficient in leveraging technology for business growth while adhering to regulatory standards and privacy guidelines.

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

Investment RecommendationsKYC ProceduresClient ProfilingBusiness DevelopmentSalesforce Documentation

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationListening SkillsGoal-Oriented

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net-Worth ClientsRegulatory GuidancePerformance-Based Compensation

About the role

Key responsibilities & impact

Work with high-net-worth clients with annual revenues of $100,000–$5 million
Identify client needs and develop relationships
Review investment goals and prepare investment recommendations
Leverage technology to achieve business growth goals
Profile client activities to determine financial objectives
Drive initiatives to maximize impact for clients and prospects
Assist with execution of business development plans
Understand and follow privacy and regulatory guidance
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, recommending suitable investment products and services and servicing client accounts
Accurately document client interactions and opportunities in Salesforce

Requirements

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 in the financial services 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 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 and required background check
Ability to satisfy applicable FDIC, SAFE Act, loan originator, and FINRA hiring restrictions

Benefits

Comp & perks

Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility based on responsibilities and business needs