Merrill Experienced Financial Advisor
7 months ago
Description
:If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
Deliver a full range of goals-based financial planning / 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/review/approval per compliance guidelines and policies 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 AdvisorRequired Skills:
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 $1MM in production Experience managing client portfolios and driving growth Proven relationship building and business development skillsDesired 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 entrepreneurialShift:
1st shift (United States of America)Hours Per Week:
40-
Merrill Experienced Financial Advisor
2 weeks ago
Miami, FL, United States Bank of America Full timeMerrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...
-
Merrill Market Supervision Manager
2 weeks ago
Miami, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Merrill Market Supervision Manager
2 weeks ago
Miami, FL, United States Bank of America Full timeMerrill Market Supervision Manager Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management,...
-
Experienced Marine Fiberglass Repair Specialist
3 weeks ago
Miami, Florida, United States RMK Merrill Stevens LLC Full timeJob OverviewRMK Merrill-Stevens LLC, a leading shipyard, is seeking an experienced Fiberglass Repair Technician to join its team in Florida. This position requires a strong background in marine fiberglass repairs and the ability to work independently with high attention to detail.
-
Financial Advisor
7 months ago
Miami, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
-
Experienced Service Advisor
2 weeks ago
Miami, Florida, United States Bean Automotive Group Full timeAbout this RoleWe are seeking an experienced Service Advisor to join our team at Bean Automotive Group.As a Service Advisor, you will be responsible for selling and scheduling needed service work in the service department, promoting and attaining dealership standards for superior workmanship.
-
Senior Financial Advisor
2 months ago
Miami, United States PUENTE Estados Unidos Full timeGrowth Opportunity with a Reputable International Wealth Manager in MiamiWe are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment...
-
Senior Financial Advisor
2 months ago
miami, United States PUENTE Estados Unidos Full timeGrowth Opportunity with a Reputable International Wealth Manager in MiamiWe are seeking talented individuals who are eager to grow, be challenged, and find inspiration in helping others achieve their financial goals. Our Miami Broker-Dealer is looking for a highly motivated Financial Advisor to join our team and provide exceptional financial and investment...
-
Wealth Management Client Associate
2 weeks ago
Miami, FL, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Senior Financial Advisor Coordinator
2 weeks ago
Miami, Florida, United States Guerra Wealth Advisors Full timeAt Guerra Wealth Advisors, we are seeking a highly skilled Senior Financial Advisor Coordinator to join our team. This role is perfect for individuals who are passionate about sales and have excellent communication skills.We offer a competitive salary of $62,000 - $75,000 annually, plus an uncapped commission structure. Our company is committed to the...
-
Part-time Advisor Assistant
3 weeks ago
Miami, United States Corebridge Financial Inc. Full timePart-Time Advisor Assistant Miami FL What You Will Be Doing: * Providing administrative support to a financial advisor. * Reviewing accounts and creating reports for financial advisor. * Respond to client requests for forms or marketing literature. * Assist with processing paperwork and client mailings. * Performing other office tasks such as copying,...
-
Client Advisor Support Specialist
3 weeks ago
Miami, United States Truist Financial Corporation Full time**Key Responsibilities:**Provide client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisorsWork closely with assigned advisors to meet the needs and objectives of high net-worth clientsDevelop and maintain strong relationships with clients and advisors**Why Choose Us?**We offer a dynamic and supportive work...
-
Private Wealth Client Associate
6 months ago
Miami, United States Bank of America Full timeDescription : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...
-
Miami, Florida, United States New York Life Insurance Company Full timeUnlock Your Potential as a Financial AdvisorAt New York Life, you have the freedom to build a successful career as a financial advisor. With our support, you can grow your practice and achieve your goals in the financial services industry. As a Fortune 100 company, we are committed to long-term success for our clients and offer a range of products and...
-
Dynamic Financial Advisor Trainee Opportunity
2 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeFinancial Representative Trainee Role OverviewWe are seeking a highly motivated and driven individual to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a sustainable financial practice.Salary: Estimated annual base...
-
Experienced Financial Professional
3 months ago
Miami, United States New York Life Insurance Company Full timeJob DescriptionJob DescriptionAt New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded...
-
Miami, United States Truist Financial Corporation Full timeThis position is in-office. Doral, Florida. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent Client Service, Brokerage, International, Financial Advisor, Associate, Registered, Retail, Banking
-
Financial Advisor
3 weeks ago
Miami, Florida, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their financial goals. We are committed to delivering exceptional value to our customers through innovative products and personalized service.Estimated Salary: $63,000 per year (hourly wage: $16/hour during the...
-
Financial Services Liaison
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeAt Guerra Wealth Advisors, we are committed to providing exceptional client service and developing long-term relationships with our clients. As a Financial Services Liaison, you will be the key point of contact between new prospects and our advisor team.We offer a comprehensive compensation package that includes a competitive salary, ranging from $55,000 to...
-
Life Insurance Advisor
3 weeks ago
Miami, United States Univista Insurance Full timeMiami, FL Full-time Apply now Job type Full-time Schedule Salary Base Salary + Commission + Bonuses What are we looking for? Univista Insurance is looking for a confident, personable and self-motivated individual to serve as a financial representative. Using our needs analysis process, you will help individuals, families and business owners identify a...