Financial Advisor, Southeast Coastal Market

Bank of America

. Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations .

Posted 11/9/2026full-timeUnited 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 focus on client relationship management and customized financial solutions. Proven ability to meet performance goals while maintaining compliance and effective communication.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementSales Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ProductsFinancial Goal AssessmentKYC ProceduresSalesforce DocumentationPerformance Goal Achievement

Soft Skills

Interpersonal SkillsRelationship BuildingEffective CommunicationTrust BuildingCollaborative Teamwork

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSAFE Act Registration

Industry Keywords

Financial ServicesInvestment IndustryProspectingNetworkingHigh-Net-Worth Individuals

About the role

Key responsibilities & impact

Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
Develop a book of business to meet and exceed established performance hurdles
Source prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute customized solutions
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 as appropriate
Serve as interim Financial Advisor and service client accounts
Document client interactions and opportunities accurately in Salesforce
Collaborate with and receive mentorship from Merrill Financial Advisor Teams

Requirements

What you’ll need

Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year 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 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
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and registration process required
Ability to work 40 hours per week on 1st shift

Benefits

Comp & perks

World-class training and onboarding programs
Training and one-on-one coaching from the Academy at Bank of America and local leadership
Mentorship from Merrill Financial Advisor Teams
Career development opportunities
Continuing education
Flexible work arrangements based on role-specific responsibilities and business needs
Performance-based compensation opportunity
Collaboration with core banking and investment partners