Financial Advisor

Founded in 1914, Merrill is one of the largest wealth management businesses worldwide, helping clients achieve their financial goals. Merrill financial advisors combine extensive experience with a personal understanding of client needs, providing tailored solutions to support their financial decisions. Leveraging insights from Merrill and Bank of America, Merrill advisors offer comprehensive services ranging from investment management to retirement planning, college savings, and estate planning.

Their commitment lies in prioritizing clients' interests and delivering strategies designed to address various aspects of their financial lives. Merrill Lynch is part of Bank of America Corporation's Global Wealth & Investment Management business.

This is a full-time, on-site role as a Financial Advisor located in Leesburg, VA. Responsibilities include providing personalized financial planning, conducting retirement and investment planning, and offering tailored financial advisory services to clients. The Financial Advisor will also assist clients in managing their portfolios, developing tailored investment strategies, and helping them achieve their financial goals.

• Expertise in Financial Planning and Finance, with the ability to develop customized plans for diverse client needs.
• Proficiency in Retirement Planning and Investments, ensuring strategies align with long-term financial goals.
• Strong knowledge of Financial Advisory practices and the ability to guide clients in making informed decisions.
• Strong interpersonal skills to build lasting relationships with clients and a commitment to delivering exceptional service.
• Proficiency in financial tools and software is preferred.
• Bachelor's degree in Finance, Economics, Business, or a related field required; professional certifications such as CFP (Certified Financial Planner) preferred.

• Entry level

• Full-time

• Finance and Sales

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