Senior Financial Services Professional
6 days ago
About the Role
We are seeking a seasoned Financial Advisor to join our team at Merrill Lynch Wealth Management. As a key member of our team, you will be responsible for delivering a full range of goals-based financial planning and wealth strategies to our clients.
Key Responsibilities:
- Develop and maintain relationships with clients to understand their financial goals and objectives
- Provide personalized financial planning and investment advice to clients
- Source new business opportunities and capitalize on referrals
- Deliver customized solutions and the full resources of Bank of America Merrill
- Stay up-to-date with the latest financial planning tools, techniques, and strategies
Requirements:
- FINRA Series 7 & 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
Work Environment:
1st shift (United States of America)
40 hours per week
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