Merrill Experienced Financial Advisor

TN United Kingdom; Worcester; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Financial Advisor to join their dynamic team in Worcester. This role offers the opportunity to leverage a robust practice while delivering comprehensive wealth management services. With a focus on client needs and collaboration, you will help clients pursue their financial goals through personalized strategies and the extensive resources of a leading financial institution. If you are driven, entrepreneurial, and ready to take your career to the next level, this is the perfect opportunity for you.

Qualifications

• 5+ years of experience as a Financial Advisor with a transportable practice.
• Proven ability to partner and promote lead generation.

Responsibilities

• Deliver a full range of goals-based financial planning and wealth strategies.
• Source prospective clients and capitalize on referrals.
• Maintain relationships with management and ensure compliance.

Skills

FINRA Series 7 & 66 registrations

Client portfolio management

Relationship building

Business development

Education

Bachelor's degree or higher

Job description

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Merrill Experienced Financial Advisor, Worcester

Client: Bank of America

Location: Worcester, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference:

23769903633e

Job Views:

10

Posted:

28.04.2025

Expiry Date:

12.06.2025

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 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 one-on-one or team-based relationships committed to their needs. We believe great teams are built on mutual trust, shared ownership, and accountability. We act as one company, and 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:

1. Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
2. Maintain a robust knowledge of the firm’s latest planning tools, techniques, and strategies
3. Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
4. Source prospective clients and capitalize on referrals
5. Deliver customized solutions and the full resources of Bank of America Merrill
6. 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