Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes 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 their envisioned lives through personal relationships with their advisory teams, committed to their needs. We believe trust comes from transparency. Our teams are equipped with Merrill's investment insights and Bank of America’s banking convenience. At Merrill, we value diversity in thoughts, business, employees, and clients, fostering a culture that is resilient, results-focused, and effective. Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, strong team performance, and a drive to achieve more for your clients, let's connect. Contact us for details about our Experienced Advisor Program, competitive compensation, and career growth opportunities. Merrill Lynch Wealth Management is a major provider of wealth management and investment services for various clients, focusing on retirement, education, and legacy planning through investment advice. Our financial advisors build relationships through one-on-one or team-based interactions, emphasizing mutual trust, shared ownership, and accountability. We leverage Merrill’s investment platform and Bank of America’s banking capabilities to serve clients effectively. Key Responsibilities: Deliver comprehensive goals-based financial planning and wealth strategies, assessing client needs. Maintain knowledge of the firm's latest planning tools, techniques, and strategies. Establish and maintain relationships with management and inform them of circumstances needing supervisory attention per compliance guidelines. Source prospective clients and utilize referrals. Provide customized solutions utilizing all resources of Bank of America Merrill. Complete training and development to sustain a successful financial advising career. Required Skills: FINRA Series 7 & 66 (or 63 & 65 accepted) registrations with 5+ years' experience. Established, portable practice with at least $1MM in production. Experience managing client portfolios and driving growth. Proven relationship building and business development skills. Desired Skills: Bachelor’s degree or higher preferred. Ability to partner and promote lead generation. Experience balancing investment management, sales, and new client development. Additional professional designations like CFP or CRPC are a plus. Excellent written and verbal communication skills. Highly entrepreneurial mindset. Shift & Hours: 1st shift, 40 hours/week (United States). Locations include various cities in California, Washington, Hawaii, Maryland, New York, and others. Pay and Benefits: Annual salary ranges from $48,000 to $100,000, based on experience and skills. Incentive plans are available, with performance-based rewards. Benefits are provided, including paid time off and resources to support employee growth and community impact. #J-18808-Ljbffr Bank of America
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