Financial Advisor – Louisiana/Mississippi Market

Bank of America

Financial Advisor in Merrill's Advisor Development Program responsible for guiding high-net worth clients. Building relationships and delivering comprehensive financial recommendations based on individual goals.

Posted 7/16/2026full-timeNew Orleans • Louisiana, Mississippi • 🇺🇸 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 develop customized solutions and exceed performance goals through effective prospecting and networking.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementEffective Communication Skills

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 ReviewCustomized SolutionsPerformance HurdlesProspectingNetworking

Soft Skills

Interpersonal SkillsRelationship BuildingGoal OrientedFollow-Through SkillsEntrepreneurial Mindset

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsClient Needs AssessmentAdministrative Compliance

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs and developing relationships
Reviewing financial goals and delivering comprehensive recommendations
Collaborate with and be mentored by Merrill Financial Advisor Teams
Developing a book of business to exceed established performance hurdles
Prioritizing sourcing prospective clients, assessing customer needs, and executing customized solutions
Recommending investment products suitable for prospects
Balancing investment growth, referral activities, and administrative compliance

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
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
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

World class training and on-boarding programs
Coaching from award-winning Academy at Bank of America
Opportunities for professional development
Comprehensive advice and client reviews