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Established Financial Advisor

1 month ago

Bloomington, United States HR Full Circle Consulting LLC Full time
Job DescriptionJob DescriptionWe are partnering with Merrill Wealth Management on an opportunity for an established, growth-minded Financial Advisor in central Illinois or Iowa. Here are a few of the extraordinary advantages of being on the Merrill team. Contact me to find out more and decide whether Merrill might be right for your business and your future.
  • ML Wealth Management is an entrepreneurial firm with a flexible business model that allows Advisors to focus on what works for their business. ML provides an extensive platform with high digital capabilities, and there is nothing a client needs that ML can’t facilitate (e.g. commercial banking, lending, etc.). ML does not use proprietary funds and does not tell Advisors what to use
  • ML provides, manages and pays for your office space and your personal Client Specialist
  • ML Advisors are assigned a personal BofA banker and earn bonuses on banking referrals
  • Compensation package - 350% cash with a 9 year note plus long term equity
  • After 5 years and age 55+, client transition program eligibility (ML offer to purchase book of business)
  • Deferred compensation match
  • Generous employee benefits package including health and wellness, time off, company retirement contributions and an array of benefits under the Merrill Lynch Bank of America umbrella

Qualifications

•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 $75MM AUM and $1MM in trailing 12 months production.

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