Financial Advisor – Mountain West Market

Bank of America

. Handle inbound inquiries from leads regarding Merrill offerings .

Posted 4/21/2026full-timeSpokane • Washington • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Handle inbound inquiries from leads regarding Merrill offerings
Collect necessary client profile data following standard KYC procedures to open accounts
Provide recommendations of investment products and services suited for prospects
Document all client interactions and opportunities within Salesforce accurately

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience in the financial service industry and/or sales environment
Minimum of one year experience in the investments industry
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to engage with and influence others
Goal and results oriented
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills

Benefits

Comp & perks

Paid time off
Resources and support for employees
Industry-leading benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

interpersonal skillsrelationship building skillscommunication skillsability to engage with othersinfluence skillsgoal orientedresults orientedstrong follow-through skills

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license