Financial Advisor – Houston Market

Bank of America

Financial Advisor helping high-net worth individuals at Merrill Wealth Management. Building a client book, collaborating with teams, and delivering tailored financial solutions.

Posted 7/16/2026full-timeHouston • Texas • 🇺🇸 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 relationship management and goal achievement. Proven ability to develop customized solutions and effectively communicate with high-net worth individuals.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementGoal-Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsFinancial AnalysisProspectingSales StrategyPerformance Metrics

Soft Skills

Interpersonal SkillsCommunication SkillsRelationship BuildingCollaborationListening Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseBachelor's Degree

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsSales EnvironmentClient Needs Assessment

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 to meet and exceed established performance hurdles.
Effectively prioritize sourcing prospective clients and executing customized solutions to meet client needs.
Recommend investment products and services suitable for prospects.
Organize and manage resources (time, people, budget) to run a productive practice.
Complete 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.
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

Benefits

Comp & perks

World class training and on-boarding programs that set you up for success.
Training and one-on-one coaching from our award-winning Academy at Bank of America.
Opportunities for professional development.