Merrill Experienced Financial Advisor

Job Description:

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 our thoughts, business, and within our employees and clients. Our Wealth Management team represents a variety of backgrounds, bringing their unique perspectives, ideas, and experiences to create a culture-driven, resilient, results-focused, and effective work environment.

Job Description:

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 your clients and yourself, we want to connect. Contact us to learn more about our Experienced Advisor Program, competitive compensation, and how we can support your career goals.

Merrill Lynch Wealth Management is a leading provider of comprehensive 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.

Merrill's financial advisors help clients pursue their envisioned life 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 to serve our clients effectively.

Key Responsibilities:

Required Skills:

• FINRA Series 7 & 66 (or 63 & 65 accepted) registrations 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.

Desired

Skills:

• Bachelor's degree or higher preferred.
• Proven ability to partner and generate leads.
• 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.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency Details:

Location-specific pay ranges from $48,000 to $100,000 annually, based on experience, education, and skills. This role is eligible for a formulaic incentive plan, with performance-based incentives on monthly, quarterly, and/or annual metrics.

Benefits: This role is benefits-eligible, offering industry-leading benefits, paid time off, and resources to support our employees' growth and community contribution.