Financial Advisor – Development Program

Jobtailor; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Job summary

Merrill is seeking a Financial Advisor in Seattle to lead client engagements, qualify needs, and recommend investment solutions. You will open accounts after completing KYC procedures and represent Merrill and Bank of America’s capabilities to prospective clients. Expect to build strong relationships and drive investment conversations.

You will document all interactions in Salesforce and collaborate with partners to meet sales goals in a performance‑driven environment.

Qualifications

• Hold Series 7 and 66 (or 63/65 in lieu) licenses.
• Minimum 1 year in financial services or a sales environment with targets met.
• Minimum 1 year in investments with product knowledge.
• Proven ability to engage and influence others.
• Excellent interpersonal and relationship-building skills.
• Strong written and verbal communication.
• Ability to build trust and credibility quickly.
• Ability to assess needs and recommend solutions.
• Team player with cross-functional collaboration.
• Strong listening and probing skills; goal-oriented.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and perform KYC to open accounts as appropriate.
• Serve as interim Financial Advisor, recommending suitable investment products.
• Document client interactions and opportunities in Salesforce accurately.

Skills

Series 7/66 licensing

Sales experience

Investment product knowledge

Interpersonal skills

Communication skills

KYC/compliance

Prospecting & networking

Salesforce familiarity

Tech literacy

Client relationship building

Tools

Microsoft Word

PowerPoint

Excel

Salesforce

Job description

Responsibilities

• 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 exceed performance goals.