Bank of America
Overview
Merrill Experienced Financial Advisor opportunities in multiple locations across the United States. 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; 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; Princeton, NJ; Pittsburgh, PA; Fort Lauderdale, FL; Seattle, WA; San Francisco, CA; 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 focuses on goals-based wealth management, including retirement planning, education, legacy, and other life goals through investment advice and guidance. Our Advisors and Wealth Management Client Associates build relationships to help clients pursue the life they envision, supported by the investment insights of Merrill and the banking convenience of Bank of America. We value diversity and foster a culture-driven, resilient, results-focused, and effective work environment. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in retirement planning, education, legacy, and other life goals through investment advice and guidance. Our financial advisors work in one-on-one or team-based relationships, delivering 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 Additional professional designations such as CFP and/or CRPC are a plus 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 are equal opportunity employers. We hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic, and comply with applicable laws. We also provide information about employee rights as required by law.
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Merrill Experienced Financial Advisor opportunities in multiple locations across the United States. 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; 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; Princeton, NJ; Pittsburgh, PA; Fort Lauderdale, FL; Seattle, WA; San Francisco, CA; 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 focuses on goals-based wealth management, including retirement planning, education, legacy, and other life goals through investment advice and guidance. Our Advisors and Wealth Management Client Associates build relationships to help clients pursue the life they envision, supported by the investment insights of Merrill and the banking convenience of Bank of America. We value diversity and foster a culture-driven, resilient, results-focused, and effective work environment. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in retirement planning, education, legacy, and other life goals through investment advice and guidance. Our financial advisors work in one-on-one or team-based relationships, delivering 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 Additional professional designations such as CFP and/or CRPC are a plus 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 are equal opportunity employers. We hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic, and comply with applicable laws. We also provide information about employee rights as required by law.
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