Merrill Experienced Financial Advisor

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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

Requirements

• 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
• Prominent relationship building and business development skills

Qualifications

• 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

Skills

• FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66)

Benefits

• Competitive compensation package
• Opportunity to meet career goals

Pay

• N/A

Schedule

• 1st shift (United States of America)
• Hours Per Week: 40