Senior Financial Advisor Roles
6 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their life goals through a personal relationship with their advisory team committed to their needs.
Key Responsibilities- Deliver a full range of goals-based financial planning and wealth strategies, including assessment of client needs.
- Maintain a robust knowledge of the firm's latest planning tools, techniques, and strategies.
- Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention or review.
- Source prospective clients and capitalize on referrals.
- Deliver customized solutions and the full resources of Bank of America Merrill.
- Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor.
- FINRA Series 7 & 65 accepted, in lieu of 66, registrations required with 5+ years of 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.
- 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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law.
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Lead Financial Advisor Positions
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