Merrill Experienced Financial Advisor

Bank of America; Hales; On-site; GBP 50,000 - 90,000; Full time

Job summary

A leading company in wealth management is seeking an Experienced Financial Advisor in Hales. This role focuses on delivering personalized financial planning and wealth strategies while maintaining client relationships in a team-oriented environment. Ideal candidates should have significant experience, a portable practice, and necessary financial licenses.

Qualifications

• 5+ years of experience as a Financial Advisor.
• Established client portfolio with at least $1MM production.
• Proven communication skills and entrepreneurial mindset.

Responsibilities

• Deliver comprehensive financial planning and wealth strategies.
• Maintain client relationships and manage portfolios.
• Source new clients and provide customized solutions.

Skills

Relationship building

Business development

Portfolio management

Education

Bachelor’s degree or higher

Tools

FINRA Series 7

FINRA Series 66

Job description

Social network you want to login/join with:

Merrill Experienced Financial Advisor, Hales

Client:

Bank of America

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

31b9f2fe30d6

Job Views:

12

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job 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 environment, and a drive to achieve more for yourself and your clients, let’s connect. Contact us for more details about our Experienced Advisor Program, competitive compensation, and how we can help you meet your career goals.

Merrill Lynch Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. It specializes in retirement, education, legacy, and life goals planning through investment advice.

Our financial advisors help clients pursue their envisioned lives through personalized relationships, built on trust, shared ownership, and accountability. We operate as one company, leveraging Merrill’s investment platform and Bank of America banking capabilities.

Key Responsibilities:

1. Deliver comprehensive, goals-based financial planning and wealth strategies, including client needs assessment.
2. Stay updated on the firm’s latest planning tools, techniques, and strategies.
3. Maintain relationships with management and inform them of circumstances needing supervisory review per compliance guidelines.
4. Source prospective clients and leverage referrals.
5. Provide customized solutions utilizing the resources of Bank of America Merrill Lynch.
6. Complete training and development to sustain a successful financial advising career.

Required Skills:

1. FINRA Series 7 & 66 (or 63 & 65 in lieu of 66) registrations required, with 5+ years’ experience.
2. Established and portable practice with at least $1MM in production.
3. Experience managing client portfolios and driving growth.
4. Proven relationship-building and business development skills.

Desired Skills:

1. Bachelor’s degree or higher preferred.
2. Ability to partner and promote lead generation.
3. Experience balancing investment management, sales, and new client development.
4. Additional professional designations like CFP or CRPC are a plus.
5. Excellent written and verbal communication skills.
6. Highly entrepreneurial mindset.

Shift:

1st shift (United States of America)

Hours Per Week:

40