Financial Advisor, Merrill Advisor Development Program

Bank of America

Financial Advisor in the Merrill Advisor Development Program connecting with high-net worth individuals and delivering comprehensive wealth management solutions. Engage with clients to achieve their financial goals through personal advisory.

Posted 7/17/2026full-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 accurate documentation and client management.

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

KYC ProceduresInvestment ProductsFinancial AdvisoryClient ProfilingGoal Achievement

Soft Skills

Interpersonal SkillsEffective CommunicationCollaborative TeamworkListening SkillsEntrepreneurial Mindset

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryClient EngagementProspectingNetworking

About the role

Key responsibilities & impact

Handling inbound inquiries from leads regarding Merrill offerings
Positioning the extensive capabilities of Merrill and Bank of America
Collecting the necessary client profile data, following standard KYC procedures to open accounts as appropriate
Serving as interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
Documenting 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 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
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to contribute to sustainable growth