Financial Advisor, Merrill Advisor Development Program

Bank of America

. Handle inbound inquiries from leads regarding Merrill offerings .

Posted 11/6/2026full-timeVienna • Virginia • 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 product recommendations, leveraging strong communication and interpersonal skills to engage high-net-worth clients effectively. Proficient in utilizing technology and adhering to regulatory standards to drive business growth and meet client objectives.

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 TrainingKYC ProceduresFinancial AdvisoryBusiness DevelopmentClient ProfilingPerformance-Based CompensationTechnical LiteracyMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationListening SkillsGoal Orientation

Certifications & Qualifications

Series 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesHigh-Net-Worth ClientsInvestment GoalsProspectingNetworking

About the role

Key responsibilities & impact

Handle inbound inquiries from leads regarding Merrill offerings
Position the extensive 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, providing suitable investment product and service recommendations based on client objectives, resources, time horizon, risk profile, and preferences
Service client accounts
Document all client interactions and opportunities accurately in Salesforce
Work with high-net-worth clients with annual revenues of $100,000–$5 million
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 executing business development plans
Understand and follow guidance on privacy and regulatory matters

Requirements

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses 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 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 (desired)
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
Must obtain and maintain SAFE Act registration, including required background check and registration process
Must work onsite in accordance with the workplace excellence policy if selected, as applicable
Ability to work first shift, 40 hours per week

Benefits

Comp & perks

Formulaic incentive plan eligibility
Paid time off
Industry-leading benefits
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Flexibility based on role-specific responsibilities and business needs