Financial Advisor – Merrill Advisor Development Program

Bank of America

. Work with high-net-worth individuals to identify needs and develop relationships .

Posted 11/5/2026full-timeAuburn Hills • Michigan • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services and investment products, with a strong ability to build relationships and assess client needs. Proven track record in achieving performance goals and managing client accounts effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsFinancial Goal AssessmentClient Needs AnalysisKYC ProceduresSalesforce DocumentationPerformance Goal AchievementTime ManagementProspectingNetworkingAdministrative Compliance

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net-Worth IndividualsClient ReviewsReferral ActivitiesPerformance CompensationEntrepreneurial MindsetClient Account ManagementContinuing EducationFDIC Compliance

About the role

Key responsibilities & impact

Work with high-net-worth individuals to identify needs and develop relationships
Review financial goals and deliver comprehensive recommendations aligned with client goals
Collaborate with and receive mentorship from Merrill Financial Advisor Teams
Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists
Recommend suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development
Organize and manage time, people, and budget to run a productive practice
Seek specialist expertise to identify client planning and investment strategies
Complete mandated training, assessments, performance goals, and continuing education requirements
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
Serve as interim Financial Advisor and service client accounts
Document client interactions and opportunities accurately in Salesforce
Collaborate with core banking and investment partners
Deliver client reviews and presentations and recommend strategies to support financial goals and life priorities

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship-building skills
Effective written and verbal communication skills
Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal- and results-oriented
Entrepreneurial mindset with 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
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
Subject to SAFE Act registration requirements, including required background check and registration process
Must comply with applicable FDIC, SAFE Act, Loan Originators, and FINRA restrictions
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired qualification)
Ability to learn and adapt to new technology or applications
Ability to execute multiple tasks simultaneously

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from Bank of America’s Academy and local leadership
Continuing education opportunities
Career development support
Access to Merrill investment insights and Bank of America banking solutions
Mentorship from Merrill Financial Advisor Teams
Performance-based compensation opportunity