Financial Advisor

Bank of America

Financial Advisor working with high-net worth individuals to develop relationships in wealth management. Engaging in investment product recommendations and portfolio growth strategies.

Posted 7/16/2026full-timeBoston • Massachusetts • 🇺🇸 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 relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and delivering tailored financial recommendations.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementGoal-Oriented

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

Investment ProductsFinancial Goal AssessmentPerformance MetricsProspecting TechniquesNetworking Strategies

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkListening Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsSales EnvironmentContinuing Education

About the role

Key responsibilities & impact

Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing sourcing prospective clients, capitalizing on referrals
Recommending investment products and services suitable for prospects based on their objectives
Organizing and managing resources (time, people, budget) to run a productive practice
Completing mandated training, assessments, performance goals and continuing education requirements

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
Paid time off
Professional development opportunities