Merrill Experienced Financial Advisor

Bank of America; Chattanooga (TN); On-site; USD 48,000 - 100,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Performance-based incentives

Job summary

A leading financial services provider is looking for a Financial Advisor in Chattanooga, Tennessee. The ideal candidate will have at least 5 years of experience in the field, with a focus on delivering personalized financial planning and achieving client growth. You will need to hold FINRA Series 7 and 66 registrations and should have a minimum of $1MM in production. Competitive compensation ranges from $48,000 to $100,000 annually, along with industry-leading benefits and incentives for performance.

Qualifications

• At least 5 years of experience as a Financial Advisor with a transportable practice.
• Experience managing client portfolios and driving growth.
• Proven ability to partner and promote lead generation.

Responsibilities

• Deliver comprehensive financial planning and wealth strategies.
• Maintain knowledge of the firm's planning tools and techniques.
• Source prospective clients and capitalize on referrals.

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Business development

Education

Bachelor's degree or higher

Job description

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America. We value diversity and empower employees to bring their whole selves to work.

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, we want to connect. This role is part of the Experienced Advisor Program, with a competitive compensation package and support to meet your career goals.

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.

Compensation & Benefits

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay range: $48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible: Eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives are earned based on the employee's performance against defined metrics.

Benefits: Industry‑leading benefits, paid time off, and resources and support to make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.