Financial Advisor – Merrill Advisor Development Program

Bank of America

Financial Advisor developing relationships and investment strategies for high-net worth individuals. Collaborating with Financial Advisor Teams to promote portfolio growth and delivering comprehensive recommendations.

Posted 7/16/2026full-timeHinsdale • Illinois • 🇺🇸 United StatesJunior💰 $80,000 - $90,000 per yearWebsite

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 engagement and relationship building. Proficient in KYC procedures and Salesforce for effective account management and documentation.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeSalesforce ProficiencyClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

KYC ProceduresInvestment ProductsFinancial AdvisoryClient ProfilingGoal Achievement

Soft Skills

Interpersonal SkillsEffective CommunicationCollaborative TeamworkListening SkillsRelationship Building

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustrySales EnvironmentClient EngagementProspecting

About the role

Key responsibilities & impact

Handles inbound inquiries from leads regarding Merrill offering.
Positions the extensive capabilities of Merrill and Bank of America.
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
Documents 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 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 of 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

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options