Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

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.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill combined with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a culture‑driven, resilient, results‑focused and effective workplace.

• 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 or 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.
• Achievements of 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.

Shift: 1st shift (United States of America)

Bank of America and its affiliates consider qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and affirms in policy and practice to promote equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any factor that is irrelevant to the performance of our teammates.