Merrill Experienced Financial Advisor

Oakland County Bar Association; Farmington Hills (MI); On-site; USD 48,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Advisor, where your expertise will empower clients to achieve their life goals through tailored wealth management strategies. This role offers a unique opportunity to leverage a robust investment platform and banking capabilities, ensuring you deliver exceptional service while growing your practice. With a commitment to diversity and a supportive culture, you'll thrive in an environment that values your contributions and fosters professional development. If you're ready to take your career to the next level and make a meaningful impact, this position is for you.

Benefits

Industry-leading benefits

Paid time off

Support for employee growth

Community impact resources

Qualifications

• 5+ years of experience as a Financial Advisor with a portable practice.
• Strong performance in team environments and client management.

Responsibilities

• Deliver comprehensive financial planning and wealth strategies.
• Source prospective clients and capitalize on referrals.
• Maintain relationships with management and inform on compliance.

Skills

FINRA Series 7

FINRA Series 66

Client Portfolio Management

Business Development

Relationship Building

Education

Bachelor's Degree

CFP or CRPC Designation

Job description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing 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 the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to Merrill's investment insights coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team comprises individuals from diverse backgrounds, bringing unique perspectives, ideas, and experiences, fostering a culture that is driven, resilient, results-focused, and effective.

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 environment, and a drive to achieve more for your clients and yourself, let's connect. Contact us to learn more about our Experienced Advisor Program, our competitive compensation package, 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. We specialize in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our financial advisors help clients pursue their envisioned life through one-on-one or team-based relationships, built on mutual trust, shared ownership, and accountability. We operate as one company, leveraging the power of Merrill's investment platform and Bank of America banking capabilities.

Key Responsibilities

1. Deliver a full range of goals-based financial planning and 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 requiring supervisory attention per compliance policies.
4. Source prospective clients and capitalize on referrals.
5. Deliver customized solutions utilizing the full resources of Bank of America Merrill.
6. Understand all aspects of an optimal practice and complete necessary training and development.

Required Skills

1. FINRA Series 7 & 66 (or 63 & 65) registrations required with 5+ years of 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. Proven ability in lead generation and partnership.
3. Experience balancing investment management, sales, and new client development.
4. Additional professional designations such as CFP or CRPC are a plus.
5. Excellent communication skills, both written and verbal.
6. Highly entrepreneurial.

Additional Details

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range: $48,000 - $100,000 annually, based on experience, education, and skills.

This role is eligible for a formulaic incentive plan, with performance-based incentives detailed by the specific plan.

Benefits: Currently benefits-eligible, offering industry-leading benefits, paid time off, and resources to support our employees' growth and community impact.