Financial Advisor, Utah Market

Bank of America

Financial Advisor managing high-net worth client relationships, delivering investment recommendations and solutions. Collaborating with Financial Advisor Teams for client growth and comprehensive financial advice.

Posted 7/16/2026full-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 relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, customized solutions, and collaboration with financial advisor teams.

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 PlanningSales ExperienceProspectingNeeds Assessment

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborationFollow-Through

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsPerformance GoalsNetworking

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience
Develop a book of business in order to meet and exceed established performance hurdles
Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
Recommend investment products and services suitable for prospects
Balance investment growth, referral activities, and personal growth according to both day-to-day and longer-term planning
Organize and manage resources to run a productive practice
Seek the expertise of specialists to identify planning and investment strategies
Complete mandated training, assessments, and performance goals

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

Training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership
Opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams
Comprehensive advice and solutions to meet virtually all financial needs.