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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 resumeApplicant 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