Merrill Experienced Financial Advisor

Miami Neuroscience Institute Baptist Health South Florida; Fort Lauderdale (FL); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player in wealth management seeks experienced Financial Advisors to join their dynamic team. This role offers the opportunity to deliver comprehensive financial strategies while leveraging a robust investment platform. Candidates should possess a strong track record in client portfolio management and business development, along with essential FINRA registrations. Join a culture that values diversity and empowers you to achieve your career goals while making a meaningful impact on clients' lives. If you are driven, entrepreneurial, and ready to take your practice to the next level, this is the perfect opportunity for you.

Qualifications

• 5+ years of experience as a Financial Advisor with a portable practice.
• Strong performance in a team environment with proven relationship-building skills.

Responsibilities

• Deliver comprehensive financial planning and wealth strategies.
• Source prospective clients and capitalize on referrals.
• Provide customized solutions utilizing Bank of America resources.

Skills

FINRA Series 7

FINRA Series 66

Client Portfolio Management

Relationship Building

Business Development

Education

Bachelor's Degree

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 thoughts, business, 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 you and your clients, let's connect. Contact us to learn more about our Experienced Advisor Program, our competitive compensation package, and how we can support 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 lives through one-on-one or team-based relationships. We believe great teams are built on mutual trust, shared ownership, and accountability. We operate as one company, leveraging the Merrill investment platform and Bank of America banking capabilities.

Key Responsibilities:

1. Deliver a full range of goals-based financial planning and wealth strategies, including client needs assessment.
2. Maintain knowledge of the firm's latest planning tools, techniques, and strategies.
3. Establish and maintain relationships with management, informing them of circumstances requiring supervisory attention per compliance guidelines.
4. Source prospective clients and capitalize on referrals.
5. Provide customized solutions utilizing the resources of Bank of America Merrill.
6. Understand and complete training to sustain a successful financial advising career.

Required Skills:

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

Desired Skills:

• Bachelor's degree or higher preferred.
• Ability to partner and promote lead generation.
• Experience balancing investment management, sales, and new client development.
• Additional professional designations such as CFP or CRPC are a plus.
• Excellent written and verbal communication skills.
• Highly entrepreneurial mindset.