Merrill Experienced Financial Advisor

Posted:
7/24/2024, 5:00:00 PM

Location(s):
New York, New York, United States ⋅ Newport Beach, California, United States ⋅ Savannah, Georgia, United States ⋅ The Woodlands, Texas, United States ⋅ Chattanooga, Tennessee, United States ⋅ Jacksonville, Florida, United States ⋅ Town of Bridgewater, Nova Scotia, Canada ⋅ Salt Lake City, Utah, United States ⋅ Leawood, Kansas, United States ⋅ Georgia, United States ⋅ Santa Clarita, California, United States ⋅ Baltimore, Maryland, United States ⋅ Honolulu, Hawaii, United States ⋅ Chicago, Illinois, United States ⋅ Wisconsin, United States ⋅ Farmington Hills, Michigan, United States ⋅ Arizona, United States ⋅ Bellevue, Washington, United States ⋅ Wichita, Kansas, United States ⋅ Tennessee, United States ⋅ Louisiana, United States ⋅ Short Hills, New Jersey, United States ⋅ Maryland, United States ⋅ City of Albany, New York, United States ⋅ San Antonio, Texas, United States ⋅ Kentucky, United States ⋅ Dallas, Texas, United States ⋅ Sarasota, Florida, United States ⋅ Illinois, United States ⋅ Pennsylvania, United States ⋅ Pasadena, California, United States ⋅ Little Rock, Arkansas, United States ⋅ Scottsdale, Arizona, United States ⋅ Louisville, Kentucky, United States ⋅ Lexington, Kentucky, United States ⋅ New York, United States ⋅ Minnesota, United States ⋅ England, United Kingdom ⋅ El Paso, Texas, United States ⋅ Birmingham, England, United Kingdom ⋅ North Bethesda, Maryland, United States ⋅ San Jose, California, United States ⋅ Tulsa, Oklahoma, United States ⋅ Indian Wells, California, United States ⋅ Bakersfield, California, United States ⋅ Paramus, New Jersey, United States ⋅ Worcester, Massachusetts, United States ⋅ Miami, Florida, United States ⋅ Manchester, England, United Kingdom ⋅ Utah, United States ⋅ Melville, Saskatchewan, Canada ⋅ Hawaii, United States ⋅ Albuquerque, New Mexico, United States ⋅ Texas, United States ⋅ Oklahoma, United States ⋅ Ohio, United States ⋅ Arkansas, United States ⋅ Massachusetts, United States ⋅ Indianapolis, Indiana, United States ⋅ Saskatchewan, Canada ⋅ Mount Pleasant, Michigan, United States ⋅ San Francisco, California, United States ⋅ New Jersey, United States ⋅ Austin, Texas, United States ⋅ Peoria, Illinois, United States ⋅ Wellesley, Massachusetts, United States ⋅ Pittsburgh, Pennsylvania, United States ⋅ Kansas, United States ⋅ Atlanta, Georgia, United States ⋅ Boston, Massachusetts, United States ⋅ Indiana, United States ⋅ Wilmington, Delaware, United States ⋅ Nova Scotia, Canada ⋅ Raleigh, North Carolina, United States ⋅ Fort Worth, Texas, United States ⋅ Delaware, United States ⋅ Wayzata, Minnesota, United States ⋅ California, United States ⋅ Upper Arlington, Ohio, United States ⋅ Tampa, Florida, United States ⋅ Nouvelle-Aquitaine, France ⋅ Knoxville, Tennessee, United States ⋅ Allentown, Pennsylvania, United States ⋅ Houston, Texas, United States ⋅ Greensboro, North Carolina, United States ⋅ Garden City, Kansas, United States ⋅ Fort Lauderdale, Florida, United States ⋅ Los Angeles, California, United States ⋅ Milwaukee, Wisconsin, United States ⋅ Northbrook, Illinois, United States ⋅ Washington, United States ⋅ New Mexico, United States ⋅ Frisco, Texas, United States ⋅ New Orleans, Louisiana, United States ⋅ Phoenix, Arizona, United States ⋅ Michigan, United States ⋅ Carmel, Indiana, United States ⋅ North Carolina, United States ⋅ Philadelphia, Pennsylvania, United States ⋅ San Diego, California, United States ⋅ Boca Raton, Florida, United States ⋅ Florida, United States ⋅ Cincinnati, Ohio, United States ⋅ Providence, Rhode Island, United States ⋅ Vienna, Austria ⋅ Westlake Village, California, United States ⋅ Rhode Island, United States ⋅ Seattle, Washington, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Finance & Banking

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

Job Description:

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.

Key Responsibilities:

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
  • Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
  • Source prospective clients and capitalize on referrals
  • Deliver customized solutions and the full resources of Bank of America Merrill
  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
  • Established and portable practice with a minimum of $1MM in production
  • Experience managing client portfolios and driving growth
  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor’s degree or higher strongly preferred
  • Proven ability to partner and promote lead generation.
  •  Experience balancing investment management, sales activities and new client development.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Possess excellent communication skills, both written and verbal
  • Highly entrepreneurial

Shift:

1st shift (United States of America)

Hours Per Week: 

40