Merrill Experienced Financial Advisor

About the role

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs.

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

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.

Pay

Competitive compensation package

Schedule

1st shift (United States of America)

Hours Per Week: 40