Top 8 Merrill Lynch Jobs

Merrill Experienced Financial Advisor
Bank of America —Honolulu, HI
- $48,000 - $100,000 a year
- Full-time
- 5 years
- Business development experience
- Bachelor's degree
Wealth Strategies Advisor- Private Bank
Bank of America —Los Angeles, CA
- $180,000 - $254,800 a year
- Full-time
- CPA
- 5 years
- Writing skills
Specialized Fiduciary Officer I (SFO I)
Bank of America —Boston, MA
- $64,800 - $81,600 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
6d
Business Manager
Bank of America —Northbrook, IL
- $65,000 - $96,000 a year
- Full-time
- Background check
- Sales
- Mid-level
Funeral Director - Advance Planning
The Fortin & Pinette Group, Dillingham, Lynch, Plummer & Merrill —Lewiston, ME
- Weekends as needed
- Clean driving record
- Mid-level
- High school diploma or GED
- Health savings account
- AD&D insurance
Quick Apply
Credit Underwriter II - Global Wealth & Investment Management
Bank of America —Pennington, NJ
- $89,000 - $119,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Business Manager - EGP
Bank of America —Northbrook, IL
- $30 - $45 an hour
- Full-time
- Background check
- Mid-level
- Office
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Bank of America —Chandler, AZ
- Full-time
- Background check
- Spanish
- Mid-level

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Merrill Experienced Financial Advisor

Bank of America -
Honolulu, HI

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Job Details

Full-time
$48,000 - $100,000 a year

Qualifications

Business development management
Financial sales
Customer relationship building
Series 7
Business development experience
Portfolio management advisory services
Investment client management
FINRA License
Experience practicing in the securities industry

Full Job Description

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 the investment insights of Merrill 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 an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

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 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.

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.

Key Responsibilities:

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

Required Skills:

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

Desired 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:

Apply Now

Refine Your Search

Merrill Lynch jobs

Merrill Experienced Financial Advisor

Wealth Strategies Advisor- Private Bank

Specialized Fiduciary Officer I (SFO I)

Business Manager

Funeral Director - Advance Planning

Credit Underwriter II - Global Wealth & Investment Management

Business Manager - EGP

Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

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