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Experienced Wealth Management Advisor
2 months ago
Position Overview
If you possess over 5 years of expertise as a Financial Consultant with a transferable client base, a proven track record in a collaborative environment, and a passion for enhancing outcomes for both yourself and your clients, we invite you to explore this opportunity. Reach out for further insights into our Experienced Advisor Program, competitive remuneration structure, and how we can support your professional aspirations.
About Merrill Lynch Wealth Management
Merrill Lynch Wealth Management stands as a premier provider of integrated wealth management and investment solutions for individuals, corporations, and institutions. It is recognized as one of the largest entities in its sector globally, focusing on retirement planning, educational funding, legacy considerations, and other significant life objectives through expert investment guidance.
Role Responsibilities:
- Provide a comprehensive array of goal-oriented financial planning and wealth management strategies, including client needs assessment.
- Maintain an extensive understanding of the firm's latest financial planning tools, methodologies, and strategies.
- Develop and sustain relationships with the management team, ensuring compliance with supervisory guidelines and policies.
- Identify potential clients and leverage referrals effectively.
- Deliver tailored solutions utilizing the full resources of Bank of America Merrill.
- Comprehend all facets of an optimal practice and engage in necessary training and development to foster a successful career as a Financial Consultant.
Essential Qualifications:
- FINRA Series 7 & 65 (or 66) registrations required, accompanied by 5+ years of experience.
- Established and portable practice with a minimum production of $1MM.
- Experience in managing client portfolios and driving business growth.
- Demonstrated skills in relationship building and business development.
Preferred Qualifications:
- Bachelor's degree or higher is strongly preferred.
- Proven capability to foster partnerships and enhance lead generation.
- Experience in balancing investment management, sales activities, and new client acquisition.
- Possession of additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
- Excellent communication skills, both written and verbal.
- Highly entrepreneurial mindset.
Work Schedule:
1st shift (United States of America)
Weekly Hours:
40
