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 is one of the largest businesses of its kind in the world, specializing 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 Merrill's investment insights coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in thoughts, business, employees, and clients. Our Wealth Management team comprises individuals from diverse backgrounds, bringing unique perspectives, ideas, and experiences, fostering a culture that is driven, resilient, results-focused, and effective.

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 you and your clients, let's connect. Contact us to learn more about our Experienced Advisor Program, our competitive compensation package, and how we can support your career goals.

Merrill Lynch Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. We specialize 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 one-on-one 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.

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

• Bachelor's degree or higher preferred.
• Ability to partner and promote lead generation.
• Experience balancing investment management, sales, and new client development.
• Additional professional designations such as CFP or CRPC are a plus.
• Excellent written and verbal communication skills.
• Highly entrepreneurial mindset.