Financial Advisor – Mid Land Market

Bank of America

Financial Advisor working with high-net worth individuals to deliver comprehensive investment recommendations. Collaborating with team members to grow a book of business at Merrill Wealth Management.

Posted 7/17/2026full-timeBloomington • 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 relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with financial advisor teams.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementGoal-Oriented Sales Experience

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 Product RecommendationsFinancial Goal AssessmentProspecting and NetworkingPerformance Metrics AchievementCustomer Needs Analysis

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkStrong Follow-Through

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsPortfolio GrowthReferral Activities

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
Develop a book of business in order to meet and exceed established performance hurdles
Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists
Recommend investment products and services that are suitable for prospects
Balance investment growth, referral activities, customer follow up, prospect building, and personal growth
Organize and manage resources to run a productive practice
Seek expertise of specialists, where appropriate
Complete mandated training, assessments, and continuing education requirements

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 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

Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact
Opportunity to collaborate with core banking and investment partners