Financial Advisor

Jobtailor

Leawood (KS)

On-site

USD 60,000 - 90,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Bank of America Merrill is seeking an Interim Financial Advisor to handle inbound lead inquiries, position Merrill offerings, and collect client data per KYC standards. The role includes serving as a trusted advisor and documenting all client interactions in Salesforce.

The ideal candidate holds Series 7 and Series 66 licenses with at least one year in financial services or investments, demonstrating strong relationship-building and prospecting abilities.

Qualifications

Candidate must hold Series 7 and Series 66 (63/65 in lieu) licenses.
Minimum one year of experience in financial services or a sales environment with targets met.
Experience in investments industry with knowledge of investment products and services.
Strong interpersonal and relationship-building skills.
Effective communication skills (written and verbal) and ability to build trust quickly.

Responsibilities

Handle inbound inquiries from leads regarding Merrill offerings.
Position Merrill and Bank of America capabilities to clients.
Collect client profile data following KYC procedures to open accounts as appropriate.
Serve as interim Financial Advisor providing investment recommendations based on objectives and risk profile.
Document all client interactions and opportunities in Salesforce.

Skills

Interpersonal skills

Effective communication

Team collaboration

Relationship building

Prospecting and networking

Education

Series 7 License

Series 66 License

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Job description

Handles inbound inquiries from leads regarding Merrill offerings
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately

Requirements

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

Core Competencies

Demonstrates expertise in client engagement and investment product recommendations, leveraging strong interpersonal skills and a results-oriented approach to meet client needs and drive performance in the financial services industry.

Highest-signal resume keywords