Financial Advisor

Bank of America

Financial Advisor at Merrill Wealth Management working with high-net worth individuals. Identifying needs and recommending investment solutions through a personal advisory relationship.

Posted 7/20/2026full-timeMelville • New York • 🇺🇸 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 relationship management and customized financial solutions. Proven ability to meet performance goals while effectively collaborating with teams and specialists.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementProspecting and Networking

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 Goal AssessmentCustomized SolutionsAdministrative CompliancePerformance Goals

Soft Skills

Interpersonal SkillsEffective CommunicationTrust BuildingCollaborative TeamworkGoal Orientation

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsClient Needs AssessmentReferral 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 that align with the goals of both existing and prospective clients.
Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning.
Organize and manage resources (time, people, budget) to run a productive practice.
Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
Complete mandated training, assessments, performance goals 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

Access to paid time off
Resources and support to contribute to the sustainable growth of the business and communities