Financial Advisor

Bank of America

Financial Advisor guiding high-net worth individuals in comprehensive wealth management strategies with Merrill Wealth Management. Developing client relationships and delivering tailored investment solutions to meet financial goals.

Posted 7/16/2026full-timeIndianapolis • 🇺🇸 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 needs assessment. Proficient in managing a productive practice while achieving performance goals and compliance standards.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementFinancial Goal Assessment

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 RecommendationsPerformance GoalsCustomer Needs AssessmentReferral Activities

Soft Skills

Interpersonal SkillsEffective CommunicationTeam CollaborationInfluencing SkillsFollow-Through Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentHigh-Net Worth IndividualsCompliance

About the role

Key responsibilities & impact

Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists
Recommending investment products and services suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, and administrative compliance
Organizing and managing resources to run a productive practice
Completing 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
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to engage with and influence others
Proven ability to assess needs of and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

Comprehensive wealth management and investment products and services
Award-winning training and on-boarding programs
Access to investment insights of Merrill coupled with the banking convenience of Bank of America
Personal relationship with advisory team
Support for physical, emotional, and financial well-being
Collaborative work environment