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 yourself and your clients, let’s 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 provides comprehensive wealth management and investment services for individuals, companies, and institutions. We specialize in planning for retirement, education, legacy, and other life goals through personalized investment advice.
Our financial advisors build trusted, one-on-one or team relationships to help clients pursue their life goals. We foster a culture of mutual trust, shared ownership, and accountability, leveraging the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities
* Deliver comprehensive, goals-based financial planning and wealth strategies tailored to client needs
* Stay updated on the firm’s latest planning tools, techniques, and strategies
* Establish and maintain relationships with management, and communicate relevant client circumstances for supervisory review in compliance with policies
* Source prospective clients and leverage referrals
* Provide customized solutions utilizing the full resources of Bank of America Merrill Lynch
* Complete necessary training to maintain a successful financial advisory practice
Required Skills
* FINRA Series 7 & 66 (or Series 63 & 65 in lieu of 66) registrations required, with 5+ years of experience
* Established, portable practice with at least $1MM in production
* Experience managing client portfolios and driving growth
* Strong relationship-building and business development skills
Desired Skills
* Bachelor’s degree or higher preferred
* Ability to generate and promote leads
* Experience balancing investment management, sales, and new client acquisition
* Additional professional designations such as CFP or CRPC are a plus
* Excellent written and verbal communication skills
* Highly entrepreneurial mindset
Additional Details
Shift: 1st shift (United States of America)
Hours Per Week: 40
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