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 :

• 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 :

Desired Skills :

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.