Top 6 Merrill experienced financial advisor Jobs

Merrill Experienced Financial Advisor
Bank of America —Honolulu, HI
- $48,000 - $100,000 a year
- Full-time
- 5 years
- Business development
- Bachelor's degree
Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market
Bank of America —Raleigh, NC
- Full-time
- Background check
- Military
- Mid-level
Private Wealth Relationship Manager
Bank of America —Atlanta, GA
- Full-time
- Background check
- Research
- Office
Alternative Investments Private Markets Technical Specialist
Bank of America —New York, NY
- $183,700 - $330,800 a year
- Full-time
- Up to 50% travel
- Marketing
- Office
Senior Manager, Compensation and Equity Administration
Rayonier —Atlanta, GA
- Full-time
- Office
- 8 years
- Analysis skills
- Wellness program
- Paid parental leave
Senior Corporate Securities Attorney
Goodspeed Merrill —Englewood, CO
- $144,000 - $160,000 a year
- Full-time
- 5 years
- Business development
- Mentoring
- Paid holidays
- Disability insurance
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Merrill Experienced Financial Advisor

Bank of America -
Honolulu, HI

Apply Now

Job Details

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

Qualifications

Business development management
Financial sales
Customer relationship building
Series 7
Business development
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 experienced financial advisor jobs

Merrill Experienced Financial Advisor

Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market

Private Wealth Relationship Manager

Alternative Investments Private Markets Technical Specialist

Senior Manager, Compensation and Equity Administration

Senior Corporate Securities Attorney

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