Financial Advisor – Greater Orange County Market

Bank of America

Financial Advisor in Merrill’s Advisor Development Program assisting high-net worth clients. Collaborating with financial advisor teams to grow expertise and client portfolio.

Posted 7/15/2026full-timeBrea • California • 🇺🇸 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 strategies, with a strong focus on client relationship management and customized solution delivery. Proven ability to engage high-net worth individuals and develop a successful book of business through effective networking and collaboration.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment RecommendationsClient Relationship ManagementFinancial Goal Assessment

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment StrategiesFinancial AnalysisProspectingSales TechniquesCompliance Activities

Soft Skills

Interpersonal SkillsEffective CommunicationRelationship BuildingTrust BuildingTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsClient Needs AssessmentPerformance Hurdles

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs and developing relationships
Reviewing financial goals and delivering recommendations that align with client goals
Collaborate with and be mentored by Merrill Financial Advisor Teams
Developing a book of business to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients and executing customized solutions
Recommending investment products and services suitable for prospects
Balancing investment growth, referral activities, and compliance activities
Organizing and managing resources to run a productive practice
Completing mandated training and assessments

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience in financial service industry and/or a sales environment
Minimum of one year experience in 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
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees
Training and one-on-one coaching from the Academy at Bank of America