Talent.com
Merrill Experienced Financial Advisor
Merrill Experienced Financial AdvisorBank of America • Savannah
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of America • Savannah
30+ days ago
Job type
  • Full-time
Job description

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:

40

Pay Transparency details

US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900), US - MN - Wayzata - 315 LAKE ST E (MN9315), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807) {+ 16 more}Pay and benefits informationPay range$48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Create a job alert for this search

Merrill Experienced Financial Advisor • Savannah

Similar jobs

Remote Benefits Advisor (50k-90k per year)

Professional CareersGarden City, Georgia
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r...Show more

 • Promoted

Sales Associate - Spirit

Spirit HalloweenSavannah, GA, US
Full-time

Benefits include: Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program.All Bonus and Pay Programs subject to qualifications.Brand - Spirit Halloween The Sales Associate will...Show more

 • Promoted

Financial Advisor

Northwestern MutualSavannah, GA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

 • Promoted

Asset Management Specialist

InsideHigherEdSavannah, Georgia, United States
Full-time +1

Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in classrooms and clinics on four camp...Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesSavannah, GA, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...Show more

 • Promoted

Director of Foundations Finance

InsideHigherEdSavannah, Georgia, United States
Full-time +1

Director of Foundations Finance.Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in cla...Show more

 • Promoted

FINANCIAL ADVISOR

Jamie GrayemSavannah, GA, United States
Full-time

Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused Financial Adv...Show more

 • Promoted

Voya Savannah Financial Advisor

Voya Financial AdvisorsSavannah, GA, United States
Full-time

Financial Professional to join our team in the Savannah area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment, retirement and i...Show more

 • Promoted

Financial Advisor - Savannah, GA

Thrivent Financial for LutheransSavannah, GA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show more

 • Promoted

Remote Fixed Income Capital Markets Associate - AI Trainer ($50-$60 per hour)

Data AnnotationGarden City, Georgia
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Financial Advisor - Queensborough National Bank & Trust

LPL FinancialSavannah, GA, United States
Full-time

Financial Advisor Opportunity At Queensborough National Bank & Trust.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at ...Show more

 • Promoted

Financial Aid Advisor - III

South UniversitySavannah, GA, United States
Full-time

South University provides a warm, supportive learning environment that will encourage you to join a community of faculty, staff and students eager to play a role in helping you achieve your profess...Show more

 • Promoted • New!

Remote Financial Planner - AI Trainer ($50-$60 per hour)

Data AnnotationWilmington Island, Georgia
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Outside Sales Representative – Public Adjusting Services | Flexible Hours

Metro Public AdjustingSavannah, GA, US
Full-time +1

Are you ready to take control of your career while making a real difference for homeowners in your community? Metro Public Adjustment, Inc.We specialize in helping policyholders receive the maximum...Show more

 • Promoted

Financial Operations Manager

InsideHigherEdSavannah, Georgia, United States
Full-time +1

Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in classrooms and clinics on four camp...Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanySavannah, GA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

 • Promoted

Financial Advisor

United Community BankSavannah, GA, United States
Full-time

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Savannah, GA.As a Financial Advisor, you'll provide comprehensive financial plannin...Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausWilmington Island, GA, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...Show more