Financial Advisor – Miami & Islands Market

Bank of America

Financial Advisor developing relationships with high-net worth clients to provide investment advice. Collaborating with advisory teams to assess client financial goals and needs for comprehensive recommendations.

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

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement and investment product recommendations, leveraging strong interpersonal and communication skills to build trust and credibility. Proficient in KYC procedures and Salesforce for accurate documentation and client management.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeSalesforce ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KYC ProceduresInvestment ProductsFinancial AdvisoryClient ProfilingGoal Achievement

Soft Skills

Interpersonal SkillsEffective CommunicationTeam CollaborationListening SkillsRelationship Building

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestments IndustryClient EngagementProspectingNetworking

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 that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
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 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 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
Professional development
Paid time off
Flexible work arrangements