Senior Financial Services Professional

6 days ago


Pittsford, Vermont, United States Bank of America Full time

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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