Merrill Experienced Financial Advisor

Bank of America; Birmingham; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading financial services company is seeking an Experienced Financial Advisor for its Birmingham office. This role involves managing client relationships, delivering customized financial solutions, and leveraging the vast resources of Bank of America Merrill. Ideal candidates have 5+ years of experience, a portable practice, and demonstrated success in business development. Join a team committed to helping clients achieve their financial goals through comprehensive planning and investment strategies.

Qualifications

• 5+ years of experience as a Financial Advisor.
• Established practice with a minimum of $1MM in production.
• Proven ability to manage client portfolios and drive growth.

Responsibilities

• Deliver financial planning and wealth strategies including client needs assessment.
• Source prospective clients and capitalize on referrals.
• Maintain knowledge of planning tools and compliance guidelines.

Skills

Client portfolio management

Relationship building

Business development

Education

Bachelor's degree

Job description

Social network you want to login/join with:

Merrill Experienced Financial Advisor, Birmingham

col-narrow-left

Client:

Bank of America

Location:

Birmingham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

b9f54fdfe745

Job Views:

6

Posted:

25.06.2025

Expiry Date:

09.08.2025

col-wide

Job Description:

Description

:

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:

40