Merrill Experienced Financial Advisor

Description

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team environment, and a drive to achieve more for yourself and your clients, let’s connect. Contact us to learn more about our Experienced Advisor Program, competitive compensation, 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. It is one of the largest businesses of its kind globally, specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our financial advisors help clients pursue their envisioned lives through personalized or team-based relationships. We believe great teams are built on mutual trust, shared ownership, and accountability. We operate as one company, leveraging the Merrill investment platform and Bank of America banking capabilities to meet client needs effectively.

Key Responsibilities :

• Deliver comprehensive goals-based financial planning and wealth strategies, including client needs assessment.
• Maintain up-to-date knowledge of the firm’s latest planning tools, techniques, and strategies.
• Build and sustain relationships with management and inform them of circumstances requiring supervisory review or approval per compliance policies.
• Source prospective clients and leverage referrals.
• Provide customized solutions utilizing the full resources of Bank of America Merrill Lynch.
• Understand and complete training to maintain a successful financial advising practice.

Required Skills :

• FINRA Series 7 & 66 (or Series 63 & 65 in lieu of 66) registrations, with 5+ years of experience.
• Established, portable practice with at least $1MM in production.
• Experience managing client portfolios and driving growth.
• Strong relationship-building and business development skills.

Desired Skills :

• Bachelor’s degree or higher preferred.
• Proven ability in lead generation and partnership.
• Experience balancing investment management, sales, and new client acquisition.
• Additional professional designations such as CFP or CRPC are a plus.
• Excellent written and verbal communication skills.
• Highly entrepreneurial mindset.

Shift : 1st shift (United States of America)

Hours per week :
Details vary by location.

Pay Transparency :

Salary range: $48,000 - $100,000 annually, based on experience, education, and skills. Incentives are available based on performance, with details outlined in the specific incentive plan.

This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support your growth and community impact.