Bank of America
Merrill Experienced Financial Advisor
Bank of America, Mount Laurel, New Jersey, United States
Overview
Merrill Experienced Financial Advisor; locations include 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; Albany, NY; Chicago, IL; Philadelphia, PA; Garden City, NY; Melville, NY; Columbia, SC; 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
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 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 bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job 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 Advisor
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.
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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the Know Your Rights poster, this document notes EEOC information and rights. See official EEOC Know Your Rights poster for details.
View the LA County Fair Chance Ordinance as applicable.
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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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 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 bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job 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 Advisor
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.
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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the Know Your Rights poster, this document notes EEOC information and rights. See official EEOC Know Your Rights poster for details.
View the LA County Fair Chance Ordinance as applicable.
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
#J-18808-Ljbffr