Financial Advisor

Bank of America

Financial Advisor developing relationships with high-net worth individuals while working in the Merrill Advisor Development Program. Engage with clients, and provide tailored financial recommendations and account management.

Posted 7/15/2026full-timeAlbany • New York • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial services and investment products, with a strong focus on client engagement and relationship building. Proficient in KYC procedures and skilled in utilizing Salesforce for client documentation and account management.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeSalesforce ProficiencyClient Relationship Management

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

KYC ProceduresInvestment ProductsFinancial AdvisoryClient Account ServicingGoal Achievement

Soft Skills

Interpersonal SkillsRelationship BuildingEffective Communication

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentClient Engagement

About the role

Key responsibilities & impact

Handle inbound inquiries from leads regarding Merrill offerings
Position the extensive capabilities of Merrill and Bank of America
Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
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 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)
Goal and results oriented
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

Access to paid time off
Industry-leading benefits