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 :
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 ...
Merrill Financial Solutions Advisor - Greater Kansas City 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...
Employee Benefits Sales Underwriting Analyst
Produce and communicate self-funded feasibility studies, financial and claims analysis, benchmarking and other analytics and underwriting functions for prospective clients. Take lead in client presentation of financial discussions, present findings in prospective client meetings, and communicate dat...
Financial Advisor
With financial planning responsibility for the firm’s clients and company provided leads, the Financial Advisor is able to build an excellent business for themselves. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states ...
Financial Advisor
Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Design and execute innovative and custo...
Senior Financial Planning and Analysis Analyst
As a Senior Financial Planning and Analysis Analyst, you are a key player in driving the financial integrity and strategic planning of our organization. This includes delivering monthly financial closings, preparing comprehensive financial reports, and ensuring accurate intercompany reconciliations....
Financial Advisor
For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals. Commerce Financial Advisors is a division of Commerce Bank. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our KC South/...
Sr. Financial Analyst
Financial Analyst – General Accounting is responsible for leading the coordination of Hill's annual 10K, financial oversight to Statutory Reporting, actively participating in the Hill's Global - Annual SOX program and being the subject matter expert for Balance Sheet Budget and Latest Estimate prepa...
Financial Analyst
Are you ready to make your impact to help pets? What you’ll do here: This Financial Analyst role is responsible for analyzing claims data to identify trends, improve processes, and support strategic decision-making. What you’ll bring to the team: 2+ years of ex...
Senior Financial Reporting Analyst
The Senior Financial Reporting Analyst will be responsible for subsidiary financial statements, management reports, analyzing financial information, identifying and reporting financial trends, forecasting and budget preparation. Prepare and review accurate and timely monthly financial statements . A...