Financial Advisor – Merrill Advisor Development Program

Bank of America

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

Posted 11/12/2026full-timeHouston • 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 achieving business growth through effective communication and technology utilization. Holds necessary financial licenses and possesses a proven track record in the financial services industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeSalesforce ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsKYC ProceduresFinancial Advisory ServicesBusiness Development ExecutionClient Profile Data Collection

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationCollaborative TeamworkGoal Orientation

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

High-Net-Worth ClientsInvestment GoalsFinancial Services IndustrySales EnvironmentProspecting and Networking

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 client financial objectives
Drive initiatives to maximize impact to clients and prospects
Assist with execution of business development plans
Follow guidance on privacy and regulatory matters
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 and recommend suitable investment products and services
Service client accounts
Accurately document client interactions and opportunities in Salesforce

Requirements

What you’ll need

Currently holds Series 7 and 66 (or equivalent 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 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 (desired)
Track record of quickly learning and adapting to new technologies, systems, and digital tools (desired)
Proven ability to manage multiple priorities in a dynamic, deadline-driven environment (desired)
High School Diploma / GED / Secondary School or equivalent
Ability to complete and maintain required SAFE Act registration and background check

Benefits

Comp & perks

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