Financial Solutions Advisor – Partially Licensed

Bank of America

. Work with affluent and high-net-worth clients in a Merrill branch .

Posted 9/18/2026full-timeOklahoma City • Oklahoma • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, investment advisory strategies, and financial goal assessment while leveraging technology to enhance client experiences and achieve business growth.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Investment Advisory StrategiesClient Relationship ManagementSeries 7 and 66 LicensesFinancial Services Industry Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Investment ManagementSales ActivitiesGoal SettingRegulatory Due DiligenceClient ProfilingRisk ManagementMarket DevelopmentFinancial Resource ObjectivesMultitaskingNetworking

Soft Skills

Effective CommunicationRelationship BuildingCollaborationTime ManagementAdaptability

Tools & Technologies

Client Management SoftwareFinancial Planning ToolsInvestment PlatformsMarket Analysis Tools

Certifications & Qualifications

Bachelor's DegreeCFPCRPCInsurance Licenses

Industry Keywords

High-Net-Worth ClientsAffluent ClientsFinancial GoalsInvestment RecommendationsClient ReviewsBusiness GrowthLead GenerationSAFE Act Registration

About the role

Key responsibilities & impact

Work with affluent and high-net-worth clients in a Merrill branch
Identify client needs and develop relationships
Review investment goals and prepare aligned investment recommendations
Leverage technology to achieve business growth goals
Profile clients to determine investor profiles and financial resource objectives
Build a sustainable book of business
Provide opportunities for advisors to pursue a career within the bank
Provide tailored and personalized advice through client reviews and presentations
Partner with management to assess financial goals and recommend investment advisory strategies
Understand and connect clients with suitable Banking, Investment, and Life Priority solutions
Shadow Financial Advisor teams and share relevant market developments and new products
Leverage resources and technologies to optimize customer experience and operational accuracy
Participate in ongoing training to develop a book of business and meet financial targets
Build relationships with internal service providers based on client needs and asset thresholds
Proactively manage risk across business, product, and service transactions
Develop relationship-management skills for progression into an Elite Growth Practice
Market yourself, manage your practice, build a network, and pursue progression as an advisor
Deliver client reviews and presentations and recommend investment advisory strategies
Lead client and conference seminars as opportunities arise

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE)
4+ years of progressive professional and/or military experience
2+ years of experience in the investments industry
Ability to obtain Series 7 and 66 licenses within allotted program time
Self-starter who efficiently manages time and capacity
Ability to set and accomplish goals
Ability to build and nurture strong relationships
Ability to collaborate effectively with others
Effective and confident communication skills; comfortable engaging all clients
Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Willingness to learn, adapt to new information, and seek appropriate client solutions
Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies
Experience in the financial services industry and/or a sales environment where goals were met or exceeded preferred
Strong computer skills and ability to multitask in a demanding environment preferred
Bachelor's Degree, preferably in a business-related field
Proven ability to partner and promote lead generation preferred
Experience balancing investment management, sales activities, and new client development preferred
Additional professional designations such as CFP and/or CRPC preferred
Insurance licenses preferred
Subject to SAFE Act registration, background check, and registration requirements
Must work first shift, 40 hours per week

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs
Training and one-on-one mentorship from managers
Enrollment in the Merrill Academy for advisor development
Strong referral network across the business
Marketing strategies to reach wider audiences
Ongoing professional development
Potential opportunities for professional growth
Leadership opportunities, including leading client and conference seminars
Continuous training and developmental opportunities
Access to investment insights of Merrill and banking convenience of Bank of America