Merrill Experienced Financial Advisor

Financial Advisor with Merrill Wealth Management.

• Deliver a full range of goals-based financial planning and 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.

• 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.
• 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.

1st shift (United States of America)

40

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

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.

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.