Financial Advisor, Merrill Advisor Development Program

Bank of America

Financial Advisor in Merrill's Advisor Development Program, focusing on high-net worth individuals. Engaging with clients for investment advice and relationship management, leveraging Merrill and Bank of America's capabilities.

Posted 7/15/2026full-timeSalt Lake City • Utah • 🇺🇸 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 products, with a strong focus on client engagement and relationship building. Proficient in KYC procedures and Salesforce for effective account management and documentation.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementSalesforce Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KYC ProceduresInvestment ProductsFinancial AdvisoryClient ProfilingGoal AchievementProspectingNetworkingTechnical LiteracyMicrosoft ExcelMicrosoft PowerPoint

Soft Skills

Interpersonal SkillsEffective CommunicationTeam CollaborationListening SkillsRelationship Building

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestments IndustrySales EnvironmentClient EngagementPerformance-Based Compensation

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 necessary client profile data, following standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor, providing recommendations of investment products and services 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) - 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
Flexible working hours
Paid time off
Professional development opportunities