Merrill Experienced Financial Advisor

2 days ago

San Diego CA 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. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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. 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.

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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

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

#J-18808-Ljbffr

  • Merrill Experienced Financial Advisor

    3 days ago

    Oakton, VA, 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; and many more. Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We...

  • Merrill Experienced Financial Advisor

    3 days ago

    Washington, DC, 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,...

  • 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,...

  • Merrill Experienced Financial Advisor

    2 days ago

    Miami, FL, 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,...

  • Merrill Financial Solutions Advisor: Greater Dallas Market

    3 days ago

    San Francisco, CA, United States Bank of America Full time

    Merrill Financial Solutions Advisor: Greater Dallas Market page is loaded Merrill Financial Solutions Advisor: Greater Dallas Market Apply locations FRISCO Dallas McKinney Flower Mound time type Full time posted on Posted 30+ Days Ago job requisition id 24032471 Job Description: Merrill Wealth Management is a leading...

  • Merrill Financial Solutions Advisor

    2 days ago

    San Francisco, United States Disability Solutions Full time

    Job Description: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 one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Merrill Financial Solutions Advisor

    3 days ago

    San Jose, United States Disability Solutions Full time

    Job Description: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 one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Solutions Advisor

    4 days ago

    Easton, MD, United States S Wilson Staffing Full time

    We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your...

  • Merrill Private Wealth Supervision Manager

    2 days ago

    Los Angeles, CA, United States Bank of America Full time

    Merrill Private Wealth Supervision Manager Los Angeles, California; Newport Beach, California Job Description: 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 one of the largest businesses of its kind in the...

  • Merrill Market Supervision Manager

    3 days ago

    Miami, FL, United States Bank of America Full time

    Merrill Market Supervision Manager Job Description: 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 one of the largest businesses of its kind in the world specializing in goals-based wealth management,...

  • Advisor Development Program

    5 months ago

    San Jose, United States Bank of America Full time

    Description : 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 one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...

  • Merrill Market Supervision Manager

    3 days ago

    Washington, DC, United States Bank of America Full time

    Merrill Market Supervision Manager page is loaded Merrill Market Supervision Manager Apply locations Washington time type Full time posted on Posted 30+ Days Ago job requisition id 24000404 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and...

  • Merrill Market Supervision Manager

    2 weeks ago

    San Francisco, United States Bank of America Full time

    Merrill Market Supervision ManagerSan Francisco, CaliforniaJob Description: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 one of the largest businesses of its kind in the world specializing in goals-based wealth...

  • Merrill Private Wealth Supervision Manager

    2 days ago

    San Francisco, CA, United States Bank of America Full time

    Merrill Private Wealth Supervision Manager San Francisco, California 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...

  • Merrill Market Supervision Manager

    24 hours ago

    San Francisco, United States Disability Solutions Full time

    Job Description: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 one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Merrill Market Client Relationship Manager

    1 month ago

    Cincinnati, OH, United States Bank of America Full time

    Job Description:Check out the role overview below If you are confident you have got the right skills and experience, apply today.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 one of the largest businesses of its...

  • Advisor Development Program

    2 days ago

    Chicago, IL, United States Bank of America Full time

    Job Description: The Merrill Returning Talent Program Do you have a sales background or have you owned your own business? Are you competitive, a quick study, and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would you like to explore a career...

  • Advisor Development Program

    3 days ago

    Chicago, IL, United States Bank of America Full time

    Job Description: The Merrill Returning Talent Program - Bilingual Spanish Required Do you have a sales background or have you owned your own business? Are you competitive, a quick study and eager to learn more about investment management? Have you taken a career break and are you looking to return to the corporate world in an entrepreneurial role? Would...

  • Advisor Development Program

    1 day ago

    San Leandro, United States Disability Solutions Full time

    Job Description: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 one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Advisor

    4 weeks ago

    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...