Bank of America
Merrill Experienced Financial Advisor
Bank of America, Knoxville, Tennessee, United States, 37955
Overview
Merrill Experienced Financial Advisor – Honolulu, HI; North Bethesda, MD; Los Angeles, CA; New York, NY; Frisco, TX; Farmington Hills, MI; Leawood, KS; Scottsdale, AZ; Cincinnati, OH; Jacksonville, FL; Raleigh, NC; Bellevue, WA; Salt Lake City, UT; Wichita, KS; Pepper Pike, OH; Milwaukee, WI; El Paso, TX; Atlanta, GA; Austin, TX; Fort Worth, TX; Worcester, MA; The Woodlands, TX; Peoria, IL; Houston, TX; Wellesley Hills, MA; Indianapolis, IN; Phoenix, AZ; Wayzata, MN; Carmel, CA; Greensboro, NC; Allentown, PA; Columbus, OH; Little Rock, AR; Dallas, TX; Providence, RI; Wilmington, NC; New York, NY; Albany, NY; Chicago, IL; Philadelphia, PA; Garden City, NY; Melville, NY; Columbia, SC; Dallas, TX; Santa Clarita, CA; San Jose, CA; Pittsford, NY; Knoxville, TN; Lisle, IL; Boston, MA; Oak Brook, IL; Albuquerque, NM; San Antonio, TX; Chattanooga, TN; Mount Pleasant, SC; Bridgewater, NJ; Mount Laurel, NJ; Paramus, NJ; Buffalo, NY; Norfolk, VA; Newport Beach, CA; New Orleans, LA; Northbrook, IL; Pasadena, CA; Westlake Village, CA; Boca Raton, FL; Tulsa, OK; San Diego, CA; Palm Beach Gardens, FL; Miami, FL; Birmingham, AL; Wayne, NJ; New York, NY; Sarasota, FL; Tampa, FL; Indian Wells, CA; Vienna, VA; Lexington, KY; Bakersfield, CA; Savannah, GA; Louisville, KY; Washington, DC; Short Hills, NJ; Wayne, PA; Baltimore, MD; Los Angeles, CA; Princeton, NJ; Pittsburgh, PA; Fort Lauderdale, FL; Seattle, WA; San Francisco, CA; Miami, FL; Manchester, NH; Nashville, TN; Orlando, FL; Portland, OR; Palo Alto, CA; Tucson, AZ Minimum requirement:
To proceed with your application, you must be at least 18 years of age. 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 specializes in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors work with clients to pursue the life they envision through a personal relationship with the advisory team, leveraging the Merrill investment platform and Bank of America banking capabilities. We empower you to bring your whole self to work. We value diversity in thoughts, business, and among our employees and clients, fostering a culture-driven, resilient, results-focused, and effective team environment. 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 planning tools, techniques, and strategies Establish and maintain relationships with the management team and inform them of matters requiring supervisory attention per compliance guidelines 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 for a successful Financial Advisor career Required Skills
FINRA Series 7 & 66 registrations required (63 & 65 accepted in lieu of 66) 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 Shift and Hours
Shift: 1st shift (United States of America) Hours Per Week: 40 EEO and Policies
Bank of America and its affiliates hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other basis prohibited by law, in accordance with federal, state, provincial and municipal laws. The company supports equal employment opportunity and prohibits discrimination on other bases unrelated to job performance. Know Your Rights: eeoc.gov. View local ordinances and policy statements as applicable.
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Merrill Experienced Financial Advisor – Honolulu, HI; North Bethesda, MD; Los Angeles, CA; New York, NY; Frisco, TX; Farmington Hills, MI; Leawood, KS; Scottsdale, AZ; Cincinnati, OH; Jacksonville, FL; Raleigh, NC; Bellevue, WA; Salt Lake City, UT; Wichita, KS; Pepper Pike, OH; Milwaukee, WI; El Paso, TX; Atlanta, GA; Austin, TX; Fort Worth, TX; Worcester, MA; The Woodlands, TX; Peoria, IL; Houston, TX; Wellesley Hills, MA; Indianapolis, IN; Phoenix, AZ; Wayzata, MN; Carmel, CA; Greensboro, NC; Allentown, PA; Columbus, OH; Little Rock, AR; Dallas, TX; Providence, RI; Wilmington, NC; New York, NY; Albany, NY; Chicago, IL; Philadelphia, PA; Garden City, NY; Melville, NY; Columbia, SC; Dallas, TX; Santa Clarita, CA; San Jose, CA; Pittsford, NY; Knoxville, TN; Lisle, IL; Boston, MA; Oak Brook, IL; Albuquerque, NM; San Antonio, TX; Chattanooga, TN; Mount Pleasant, SC; Bridgewater, NJ; Mount Laurel, NJ; Paramus, NJ; Buffalo, NY; Norfolk, VA; Newport Beach, CA; New Orleans, LA; Northbrook, IL; Pasadena, CA; Westlake Village, CA; Boca Raton, FL; Tulsa, OK; San Diego, CA; Palm Beach Gardens, FL; Miami, FL; Birmingham, AL; Wayne, NJ; New York, NY; Sarasota, FL; Tampa, FL; Indian Wells, CA; Vienna, VA; Lexington, KY; Bakersfield, CA; Savannah, GA; Louisville, KY; Washington, DC; Short Hills, NJ; Wayne, PA; Baltimore, MD; Los Angeles, CA; Princeton, NJ; Pittsburgh, PA; Fort Lauderdale, FL; Seattle, WA; San Francisco, CA; Miami, FL; Manchester, NH; Nashville, TN; Orlando, FL; Portland, OR; Palo Alto, CA; Tucson, AZ Minimum requirement:
To proceed with your application, you must be at least 18 years of age. 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 specializes in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors work with clients to pursue the life they envision through a personal relationship with the advisory team, leveraging the Merrill investment platform and Bank of America banking capabilities. We empower you to bring your whole self to work. We value diversity in thoughts, business, and among our employees and clients, fostering a culture-driven, resilient, results-focused, and effective team environment. 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 planning tools, techniques, and strategies Establish and maintain relationships with the management team and inform them of matters requiring supervisory attention per compliance guidelines 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 for a successful Financial Advisor career Required Skills
FINRA Series 7 & 66 registrations required (63 & 65 accepted in lieu of 66) 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 Shift and Hours
Shift: 1st shift (United States of America) Hours Per Week: 40 EEO and Policies
Bank of America and its affiliates hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other basis prohibited by law, in accordance with federal, state, provincial and municipal laws. The company supports equal employment opportunity and prohibits discrimination on other bases unrelated to job performance. Know Your Rights: eeoc.gov. View local ordinances and policy statements as applicable.
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