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 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 - Nashville Market - Nashville, Chattanooga, Knoxville and Morristown, TN
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...
Financial Analyst
The Financial Analyst, under the general direction of the VP of Finance, is responsible for providing sound, high level, financial and statistical analyses to support the decision-making needs of leadership. Conducts financial, statistical and business analysis, business and financial forecasting,...
Restructure Analyst
Supporting customers in financial distress with innovative financial solutions. Cat Financial is a subsidiary of Caterpillar Inc. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat dealers for machines, engines, Solar gas turbines, genuine Cat...
Private Wealth Management Associate Wealth Advisor
At Regions, the Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management &...
Senior Financial Analyst, North American Customer Fulfillment, Process Engineering
Build financial and operational reports and may own financial reports that influence decision-making. We have doubled the size of our fulfillment network over the last two years - come be a part of this tremendous growth and join a dedicated team committed to ongoing operational and financial improv...
Senior Financial Analyst - Provider Services
Share Senior Financial Analyst - Provider Services. Performs complex financial analyses and proformas to support decision making. Also supports the annual budget preparation process and performs various other financial functions as directed. Prepares accurate and timely complex financial analyses an...
Financial Advisor/Financial Planner
We're actively seeking an experienced Financial Advisor/Financial Planner looking to expand their current book of business and join our team in Tennessee. If you're a seasoned Financial Advisor/Financial Planner seeking to leverage your expertise within a dynamic team and excel in a supportive envir...
Financial Advisor - Career Change Opportunity
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, est...
Financial Analyst/ Sr Analyst
Perform financial analysis and financial projections for new business opportunities. Provide all financial support for contract renegotiations and repricing for any assigned hospitals on an as needed basis including:. Providing financial history (where available) that includes contribution margin, p...