Merrill Experienced Financial Advisor

2 days ago

Seattle WA United States Bank of America Full time

Merrill Experienced Financial Advisor

Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

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:

  1. Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs.
  2. Maintain a robust knowledge of the firm’s latest planning tools, techniques, and strategies.
  3. Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies.
  4. Source prospective clients and capitalize on referrals.
  5. Deliver customized solutions and the full resources of Bank of America Merrill.
  6. 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:

  1. FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience.
  2. Established and portable practice with a minimum of $1MM in production.
  3. Experience managing client portfolios and driving growth.
  4. Proven relationship building and business development skills.

Desired Skills:

  1. Bachelor’s degree or higher strongly preferred.
  2. Proven ability to partner and promote lead generation.
  3. Experience balancing investment management, sales activities, and new client development.
  4. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  5. Possess excellent communication skills, both written and verbal.
  6. Highly entrepreneurial.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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