Financial Advisor – Merrill Advisor Development Program

Bank of America

Financial Advisor guiding high-net worth individuals in achieving financial goals. Engaging clients through a trusted relationship to provide tailored investment advice and solutions.

Posted 7/21/2026full-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 client engagement and financial advisory services, leveraging strong communication and relationship-building skills to influence client decisions. Holds necessary financial licenses and possesses experience in the financial services industry.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseFinancial AdvisoryClient EngagementSales 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.

Soft Skills

Interpersonal SkillsRelationship BuildingEffective Communication

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesClient Profile DataInbound InquiriesRecommendations

About the role

Key responsibilities & impact

Handling inbound inquiries from leads regarding Merrill offerings
Collecting the necessary client profile data
Serves as interim Financial Advisor, providing recommendations based on client profiles

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
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact