Merrill Experienced Financial Advisor

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.

Our financial advisors and wealth management client associates help clients pursue the life they envision through a personal relationship with a dedicated advisory team. We believe trust comes from transparency and our teams are equipped with 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 brings their unique perspectives, ideas, and experiences to create a culture-driven, resilient, results-focused community.

• Deliver a full range of goals‑based financial planning and 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 notify supervisors of circumstances requiring review per compliance guidelines and policies
• Source prospective clients and capitalize on referrals
• Deliver customized solutions and leverage the 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 of 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

1st shift (United States of America)

40

Pay range $48,000.00 – $ annualized salary, determined by experience, education, and skill set. This role is eligible for a formulaic incentive plan and benefits, including industry‑leading benefits, paid time off, and resources to support employees’ impact on business growth and community service.