Merrill Experienced Financial Advisor

3 weeks ago

Columbus, United States Bank of America Corporation Full time
Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job 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

  • Merrill Experienced Financial Advisor

    3 weeks ago

    Columbus, Ohio, United States Bank of America Corporation Full time

    Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Merrill Experienced Financial Advisor

    2 days ago

    Columbus, Ohio, United States Bank of America Corporation Full time

    Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Financial Advisor

    1 month ago

    Columbus, United States Lifetime Financial Growth Full time

    Job DescriptionJob DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals!BENEFITSYou can’t attract quality people with a second-best compensation package. As a Financial Advisor, you’ll be part of a recognized, respected company that offers:High earning potential with generous & extensive performance...

  • Staff Financial Advisor

    1 week ago

    Columbus, United States Summit Financial Strategies Full time

    Job DescriptionJob DescriptionSalary: Title:Staff Financial AdvisorStatus:Full-time salaried  Reports to:Director of Operations of Client Service Team Job Summary The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career...

  • Staff Financial Advisor

    2 days ago

    Columbus, United States Summit Financial Strategies Full time

    Job DescriptionJob DescriptionSalary: Title:Staff Financial AdvisorStatus:Full-time salaried  Reports to:Director of Operations of Client Service Team Job Summary The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career...

  • Financial Advisor Assistant

    1 month ago

    Columbus, United States Lifetime Financial Growth Full time

    Job DescriptionJob DescriptionJob descriptionThe assistant’s role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities.Critical factors of success for the assistant include:The assistant is extremely trustworthy as they will...

  • Voya Columbus Financial Advisor

    2 months ago

    Columbus, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Voya Columbus Financial Advisor

    2 days ago

    Columbus, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Financial Advisor

    1 month ago

    Columbus, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...

  • Junior Financial Advisor

    1 week ago

    Columbus, United States KEMBA Financial Credit Union Full time

    Job DescriptionJob DescriptionTitle: Junior Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises: NoneStatus: ExemptObjectiveThe Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and...

  • Junior Financial Advisor

    2 days ago

    Columbus, United States KEMBA Financial Credit Union Full time

    Job DescriptionJob DescriptionTitle: Junior Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises: NoneStatus: ExemptObjectiveThe Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and...

  • Junior Financial Advisor

    1 week ago

    Columbus, United States KEMBA Financial Credit Union Full time

    Reports to: Director of Wealth Management & Financial Resources Status: Exempt Objective The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate...

  • Senior Financial Advisor

    3 weeks ago

    Columbus, United States Wright-Patt Credit Union Full time

    Job Description Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial...

  • Associate Financial Advisor

    2 weeks ago

    Columbus, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Advisor

    2 weeks ago

    Columbus, United States Heartland Bank Full time

    Job DescriptionJob DescriptionJOB TITLE:Financial AdvisorLOCATION:Upper Arlington, OHSTATUS:Full-timeFSLA JOB CLASS:ExemptREPORTS TO:Director of Financial PlanningREQUIRED TRAVEL:

  • Financial Advisor

    1 month ago

    Columbus, United States Heartland Bank Full time

    Job DescriptionJob DescriptionJOB TITLE:Financial AdvisorLOCATION:Upper Arlington, OHSTATUS:Full-timeFSLA JOB CLASS:ExemptREPORTS TO:Director of Financial PlanningREQUIRED TRAVEL:

  • Associate Financial Advisor

    3 weeks ago

    Columbus, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • Associate Financial Advisor

    2 weeks ago

    Columbus, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in...

  • Associate Financial Advisor

    3 weeks ago

    Columbus, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Advisor

    2 weeks ago

    Columbus, United States Skylight Financial Group Full time

    Job DescriptionJob DescriptionSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets.As an Advisor, you will be creating a comprehensive and...