Financial Advisor – Houston Galleria Market

Bank of America

Join the Merrill Advisor Development Program as a Financial Advisor. Work with high-net worth individuals to deliver comprehensive investment recommendations and build client relationships.

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 client relationship management and investment product recommendations, with a strong focus on achieving performance goals and developing a successful book of business. Proficient in collaborating with financial advisor teams and leveraging technical skills to deliver customized financial solutions.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Industry ExperienceClient Relationship ManagementEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Goal ReviewInvestment Product RecommendationProspecting and NetworkingPerformance Goal AchievementClient Needs Assessment

Soft Skills

Interpersonal SkillsRelationship BuildingTrust and Credibility BuildingCollaborationListening Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestmentsHigh-Net Worth IndividualsCustomized SolutionsContinuing Education

About the role

Key responsibilities & impact

Identifying needs and developing relationships with high-net worth individuals
Reviewing financial goals and delivering comprehensive recommendations
Collaborating with and being mentored by Merrill Financial Advisor Teams
Developing a book of business to meet and exceed established performance hurdles
Effectively prioritizing sourcing prospective clients and executing customized solutions
Recommending investment products and services based on client objectives
Balancing investment growth, referral activities, and personal growth and development
Organizing and managing resources to run a productive practice
Seeking expertise of specialists for client planning and strategies
Completing mandated training, assessments, performance goals and continuing education requirements

Requirements

What you’ll need

Currently holds Series 7 & 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
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

Competitive benefits to support physical, emotional, and financial well-being
Professional development opportunities