Financial Advisor – Advisor Development Program

Bank of America

Financial Advisor in Merrill's Advisor Development Program focused on wealth management and client relationships. Engaging with high-net worth individuals to align financial goals and providing comprehensive recommendations.

Posted 7/16/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment products and services, with a strong focus on client engagement and relationship building. Proficient in KYC procedures and Salesforce for documenting client interactions and opportunities.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeSalesforce ProficiencyClient Relationship Management

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 ProductsKYC ProceduresClient ProfilingFinancial AdvisorySales Techniques

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkGoal Orientation

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestments IndustryClient SourcingProspectingNetworking

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
Serve as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients
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
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 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
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

world class training
on-boarding programs
coaching from award-winning Academy at Bank of America
opportunities to learn, grow and make an impact