Bank of America
About Merrill Wealth Management
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.
Our 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.
About the Role If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, strong performance in a team-like environment, and a drive to achieve more for you and your clients, we’d like you to 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.
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 Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Possess excellent communication skills, both written and verbal
Highly entrepreneurial
Other Details Shift: 1st shift (United States of America)
Hours Per Week: 40
Compensation 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. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Our 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.
About the Role If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, strong performance in a team-like environment, and a drive to achieve more for you and your clients, we’d like you to 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.
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 Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Possess excellent communication skills, both written and verbal
Highly entrepreneurial
Other Details Shift: 1st shift (United States of America)
Hours Per Week: 40
Compensation 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. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
#J-18808-Ljbffr