Bank of America
Overview
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize 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 build personal relationships with clients, delivering the combined power of the Merrill investment platform and Bank of America banking capabilities. We value diversity and strive to create a culture-driven, resilient, results-focused work environment. At Merrill, we empower you to bring your whole self to work. Our advisory teams are equipped to help clients pursue the life they envision through a trusted, transparent relationship. 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 us connect. Contact us to get more details about our Experienced Advisor Program and how we can help you meet your career goals. This is a role within Merrill Lynch Wealth Management, a leading provider of wealth management and investment services. 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 Advisor Qualifications
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 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 CFP and/or CRPC Possess excellent communication skills, both written and verbal 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 to be determined based on experience, education and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on the employee's performance against defined metrics. Benefits
This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources and support to our employees to contribute to the growth of our business and communities we serve.
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Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize 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 build personal relationships with clients, delivering the combined power of the Merrill investment platform and Bank of America banking capabilities. We value diversity and strive to create a culture-driven, resilient, results-focused work environment. At Merrill, we empower you to bring your whole self to work. Our advisory teams are equipped to help clients pursue the life they envision through a trusted, transparent relationship. 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 us connect. Contact us to get more details about our Experienced Advisor Program and how we can help you meet your career goals. This is a role within Merrill Lynch Wealth Management, a leading provider of wealth management and investment services. 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 Advisor Qualifications
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 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 CFP and/or CRPC Possess excellent communication skills, both written and verbal 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 to be determined based on experience, education and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on the employee's performance against defined metrics. Benefits
This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources and support to our employees to contribute to the growth of our business and communities we serve.
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