Bank of America
Merrill Experienced Financial Advisor
Bank of America, San Francisco, California, United States, 94199
Overview
Join to apply for the Merrill Experienced Financial Advisor role at Bank of America. Base pay range: $48,000.00/yr - $100,000.00/yr. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. 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, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s 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 trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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. Our 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.
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
Required 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 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 Additional professional designations such as CFP and/or CRPC Excellent communication skills, both written and verbal Highly entrepreneurial Details
Shift: 1st shift (United States of America) Hours Per Week: 40 Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking
#J-18808-Ljbffr
Join to apply for the Merrill Experienced Financial Advisor role at Bank of America. Base pay range: $48,000.00/yr - $100,000.00/yr. This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. 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, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s 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 trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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. Our 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.
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
Required 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 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 Additional professional designations such as CFP and/or CRPC Excellent communication skills, both written and verbal Highly entrepreneurial Details
Shift: 1st shift (United States of America) Hours Per Week: 40 Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking
#J-18808-Ljbffr