Financial Advisor – Merrill Advisor Development Program

Bank of America

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

Posted 11/6/2026full-timePalo Alto • California • 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 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 adhering to regulatory compliance while driving business growth and maximizing client impact.

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 ProceduresClient Profile Data CollectionFinancial Objectives AssessmentBusiness Development Execution

Soft Skills

Interpersonal SkillsEffective CommunicationGoal OrientationTeam CollaborationTrust Building

Tools & Technologies

SalesforceMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

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

About the role

Key responsibilities & impact

Work with high-net-worth clients with annual revenues of $100k-$5mm
Identify client needs and 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 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
Recommend suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
Service 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 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 and required background check
Ability to comply with FDIC, SAFE Act, Loan Originators, and FINRA hiring restrictions
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 with monthly, quarterly and/or annual incentive opportunities based on performance
Benefits eligibility
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Role-specific workplace flexibility based on responsibilities and business needs