Merrill Experienced Financial Advisor

Company Overview

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. 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 and that our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team‑like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

• Deliver a full range of goals‑based financial planning / 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/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 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ 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
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Possess excellent communication skills, both written and verbal
• Highly entrepreneurial

Shift: 1st shift (United States of America)
Hours per week: 40

Pay range: $48,000.00 – $ annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

US‑CA Bakersfield – 5080 California Ave (CA0800)