Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

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. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs.

Key responsibilities include delivering a full range of goals-based financial planning / wealth strategies, maintaining a robust knowledge of the firm's latest planning tools, techniques, and strategies, establishing and maintaining relationships with the management team, sourcing prospective clients, delivering customized solutions, and understanding all aspects of an optimal practice.

Required skills include FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience, an established and portable practice with a minimum of $1MM in production, experience managing client portfolios and driving growth, and proven relationship building and business development skills. Desired skills include a bachelor's degree or higher, proven ability to partner and promote lead generation, experience balancing investment management, sales activities, and new client development, additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC), excellent communication skills, and a highly entrepreneurial mindset.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.