Financial Advisor – Merrill Advisor Development Program

Bank of America

Financial Advisor in the Merrill Advisor Development Program responsible for high-net worth client relationships. Collaborates with Financial Advisor Teams for personalized investment solutions.

Posted 7/15/2026full-timeSarasota • Florida • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services and investment strategies, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with financial advisor teams.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Industry ExperienceClient Relationship ManagementGoal-Oriented Mindset

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

Financial Goal ReviewInvestment Product RecommendationsPerformance Goal AchievementClient Needs AssessmentProspecting and Networking

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkStrong Follow-Through

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsSales EnvironmentPerformance Hurdles

About the role

Key responsibilities & impact

Working with high-net worth individuals to identify needs and develop relationships
Reviewing financial goals and delivering comprehensive recommendations
Collaborating with and being mentored by Merrill Financial Advisor Teams
Developing a book of business to meet and exceed performance hurdles
Prioritizing sourcing prospective clients and capitalizing on referrals
Recommending suitable investment products and services
Balancing investment growth, referral activities, customer follow up, and personal development
Organizing and managing resources to run a productive practice
Completing mandated training, assessments, and performance goals

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
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

World class training and on-boarding programs
One-on-one coaching from leadership
Opportunities to grow business knowledge
Collaboration with core banking and investment partners