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 Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
- Possess excellent communication skills, both written and verbal
- Highly entrepreneurial
Shift :
1st shift (United States of America)
Hours Per Week :
Experienced Financial Advisor/ Financial Planner/Wealth Manager
We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. We are an award-winning company comprise...
Experienced Financial Advisor
We are looking for Experienced Advisors to join our Team. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. When joining Prudenti...
US Experienced Financial Advisor
Job OverviewAs a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Adv...
Experienced Financial Advisor/ Financial Planner/Wealth Manager
We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. We are an award-winning company comprise...
Merrill Lynch Financial Advisor Development Program ($50 - 60k)
As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR. The program is designed to help you come up to speed quickly as a successful financial advisor. Y...
Merrill Experienced Financial Advisor
Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. If ...
Experienced Financial Advisor
As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products...
Merrill Financial Solutions Advisor - Phoenix and Tucson Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Starting at a Merrill branch, you’ll interact with Merrill financial advis...
Regional Director, Experienced Advisor Recruiting - West Coast
Represent the Ameriprise Franchise Group (AFG) and/or Ameriprise Advisor Group (AAG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field s...
Merrill Financial Solutions Advisor - Scottsdale West Valley Market
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Starting at a Merrill branch, you’ll interact with Merrill financial advis...