Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

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 a global business 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 personal relationship 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.

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.

Key responsibilities include :

• 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 include :

Desired skills include :

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.