Merrill Experienced Financial Advisor

About the Company

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

Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. The role focuses on delivering goals‑based financial planning, building client relationships, and growing a portable practice.

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

• 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

• 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
• Achievement of additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Excellent communication skills, both written and verbal
• Highly entrepreneurial

1st shift (United States of America)

40

$48,000.00 - $ annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible:
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.