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. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned lives with a personal relationship with a trusted advisory team, using both Merrill’s investment insight and Bank of America banking convenience.

• 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 registrations (63 & 65 accepted, in lieu of 66) required with 5+ years of 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.
• Additional professional designations such as CFP and/or CRPC.
• Excellent written and verbal communication skills.
• Highly entrepreneurial.

1st shift (United States of America)

Hours per Week: 40

Pay range: $48,000.00 – $ annualized salary; determined by experience, education and skill set.

Formulaic incentive eligible: participation in a formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance against defined metrics.

This role is benefits eligible. We provide industry‑leading benefits, paid time off and support to help employees make a genuine impact and contribute to the sustainable growth of our business and communities.