Financial Advisor – Merrill Advisor Development Program

Bank of America

. Developing a book of business in order to meet and exceed established performance hurdles.

Posted 5/1/2026full-timeOmaha • Colorado • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Developing a book of business in order to meet and exceed established performance hurdles.
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning.
Organizing and managing resources (time, people, budget) to run a productive practice.
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
Completing mandated training, assessments, performance goals and continuing education requirements.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
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 communication skills (written and verbal) - Proven ability to quickly build trust and credibility.
Proven ability to assess needs of 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 your compensation is tied to your performance.
Strong follow-through skills.
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Benefits

Comp & perks

We provide industry-leading benefits
Access to paid time off
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment productsinvestment servicesfinancial servicesprospectingcustomer needs assessmentperformance goalsadministrative complianceplanning strategiesinvestment trainingsales experience

Soft Skills

interpersonal skillsrelationship buildingeffective communicationcollaborationlistening skillsgoal orientedresults orientedentrepreneurial mindsetstrong follow-throughinfluence

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license