Financial Advisor – Merrill Advisor Development Program

Bank of America

. Handles inbound inquiries from leads regarding Merrill offerings .

Posted 5/13/2026full-timeNaples • Florida • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Handles inbound inquiries from leads regarding Merrill offerings
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services
Documents 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 working in the financial service industry and/or a sales environment
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 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

Health insurance
401(k) matching
Competitive benefits to support physical, emotional, and financial well-being

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 & Tools

investment productsKYC proceduresclient profile datafinancial advisingsales techniquesinvestment trainingprospectingnetworking

Soft Skills

interpersonal skillsrelationship buildingcommunication skillscollaborationlistening skillsgoal orientedresults orientedentrepreneurial mindsetfollow-through skills

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license