Advisor Development Program – Financial Advisor

Bank of America

Financial Advisor responsible for managing relationships and investment advice for high-net worth individuals at Merrill. Engaging in business development and providing tailored financial recommendations.

Posted 7/20/2026full-timeFrisco • Texas • 🇺🇸 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 client relationship management and goal achievement. Proven ability to source and engage high-net worth individuals while delivering tailored financial recommendations.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment KnowledgeClient Relationship ManagementGoal-Oriented

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 AssessmentProspectingNetworkingPerformance Metrics

Soft Skills

Interpersonal SkillsEffective CommunicationRelationship BuildingCollaborative TeamworkListening Skills

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsSales EnvironmentClient Needs Assessment

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.
Develop a book of business to meet and exceed established performance hurdles.
Prioritize sourcing prospective clients, capitalizing on referrals, and assessing customer needs.
Recommend investment products and services suitable for clients based on their objectives and preferences.
Organize and manage resources to run a productive practice.
Complete mandated training 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
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

Professional development opportunities
Competitive benefits to support physical, emotional, and financial well-being