Experienced Advisors

Company Description

Founded in 1914, Merrill is one of the largest wealth management firms globally, dedicated to helping clients pursue their financial goals. Merrill advisors combine financial expertise with a deep understanding of clients’ needs to offer personalized strategies in investment management, college savings, retirement planning, eldercare, philanthropy, and more. As part of Bank of America Corporation's Global Wealth & Investment Management business, Merrill provides access to comprehensive banking and cash management solutions.

With a commitment to prioritizing client interests, Merrill delivers insights and strategies tailored to diverse financial needs.

This is a full‑time on‑site role for an Experienced Advisor located in Santa Fe, NM. The Experienced Advisor will be responsible for managing client relationships by providing customized financial planning, investment strategies, and wealth‑management solutions. Responsibilities include developing client portfolios, analyzing market trends, identifying new business opportunities, consulting on retirement and estate planning, and collaborating with internal teams to deliver tailored financial services.

Advisors work diligently to meet client goals while maintaining the firm’s commitment to excellence and client‑focused solutions.

• Managing client relationships by providing customized financial planning, investment strategies, and wealth‑management solutions.
• Developing client portfolios, analyzing market trends, and identifying new business opportunities.
• Consulting on retirement and estate planning and collaborating with internal teams to deliver tailored financial services.

• Proven experience in financial planning, investment strategies, and wealth management.
• Strong skills in client relationship management, communication, and addressing client needs.
• Proficiency in financial analysis, market research, and portfolio management.
• Familiarity with retirement planning, estate planning strategies, and regulatory compliance.
• Ability to cultivate new business opportunities and maintain a strong professional network.
• Series 7, Series 66 (or equivalent) licensing and relevant certifications.
• A background in financial advising or related roles, with demonstrated success in meeting client objectives.
• Bachelor’s degree in Finance, Business Administration, or related field is preferred.

• Mid‑Senior level

• Full‑time

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