Merrill Experienced Financial Advisor

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 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. It is one of the largest businesses of its kind globally, specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our financial advisors help clients pursue their envisioned lives through personalized or team-based relationships, built on mutual trust, shared ownership, and accountability. We act as one company, leveraging the Merrill investment platform and Bank of America banking capabilities to meet client needs.

Key Responsibilities :

• Deliver comprehensive goals-based financial planning and wealth strategies, including client needs assessment
• Maintain up-to-date knowledge of the firm’s planning tools, techniques, and strategies
• Establish and maintain relationships with management, and inform them of circumstances requiring supervisory attention per compliance guidelines
• Source prospective clients and leverage referrals
• Provide customized solutions utilizing the full resources of Bank of America Merrill Lynch
• Understand all aspects of a successful practice and complete ongoing training and development

Required Skills :

• FINRA Series 7 & 66 (or 63 & 65 in lieu of 66) registrations, with 5+ years’ experience
• Established, 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 preferred
• Proven ability to generate leads and partner effectively
• Experience balancing investment management, sales, and new client development
• Additional professional designations such as CFP or CRPC are a plus
• Excellent written and verbal communication skills
• Highly entrepreneurial mindset

Shift : 1st shift (United States of America)

Hours Per Week :

Pay Range: $48,000 - $100,000 annually, based on experience, education, and skills. Incentives may apply based on performance.

Benefits :
Currently benefits-eligible, with industry-leading offerings, paid time off, and resources to support your growth and community impact.