Bank of America
Merrill Experienced Financial Advisor
Bank of America, Palo Alto, California, United States, 94306
Overview
Merrill Wealth Management
is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our advisory teams have access to Merrill investment insights coupled with Bank of America banking capabilities. We value diversity in thoughts, business, and in our employees and clients, creating a culture-driven, resilient, results-focused, and effective work environment. Job Description If you have at least 5+ years of experience as a Financial Advisor with a portable 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 learn more 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. We are one of the largest businesses of our kind in the world, specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship, built on mutual trust, shared ownership, and accountability. We act as one company and 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 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/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 Advisor Required Skills
FINRA Series 7 & 66 (63 & 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 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 Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are a plus Excellent written and verbal communication skills Highly entrepreneurial Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency details
Pay range $48,000.00 – $100,000.00 annualized salary; offers determined based on experience, education, and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan with incentives detailed by the specific line of business plan provisions. Incentives may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics. Benefits
This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support our employees as they contribute to the growth of our business and communities we serve.
#J-18808-Ljbffr
Merrill Wealth Management
is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our advisory teams have access to Merrill investment insights coupled with Bank of America banking capabilities. We value diversity in thoughts, business, and in our employees and clients, creating a culture-driven, resilient, results-focused, and effective work environment. Job Description If you have at least 5+ years of experience as a Financial Advisor with a portable 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 learn more 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. We are one of the largest businesses of our kind in the world, specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship, built on mutual trust, shared ownership, and accountability. We act as one company and 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 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/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 Advisor Required Skills
FINRA Series 7 & 66 (63 & 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 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 Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are a plus Excellent written and verbal communication skills Highly entrepreneurial Shift
1st shift (United States of America) Hours Per Week
40 Pay Transparency details
Pay range $48,000.00 – $100,000.00 annualized salary; offers determined based on experience, education, and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan with incentives detailed by the specific line of business plan provisions. Incentives may be monthly, quarterly, and/or annual and are earned based on performance against defined metrics. Benefits
This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support our employees as they contribute to the growth of our business and communities we serve.
#J-18808-Ljbffr