Merrill Experienced Financial Advisor

Utah State Extension; The Woodlands (TX); On-site; USD 48,000 - 100,000; Full time

Job summary

An established industry player is seeking experienced Financial Advisors to join their dynamic team. This role focuses on delivering comprehensive wealth management solutions tailored to clients' life goals, including retirement and education planning. With a strong emphasis on relationship building and business development, you will leverage the resources of a leading financial institution to drive growth and client satisfaction. Join a culture that values diversity and teamwork, where your entrepreneurial spirit can thrive. This is an exciting opportunity to make a meaningful impact in clients' lives while advancing your career in a supportive environment.

Benefits

Paid Time Off

Industry-leading Benefits

Resources and Support

Qualifications

• 5+ years of experience as a Financial Advisor with a transportable practice.
• Proven relationship building and business development skills.

Responsibilities

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

Skills

FINRA Series 7

FINRA Series 66

Client Portfolio Management

Business Development

Relationship Building

Education

Bachelor's Degree

Job description

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 the investment insights of Merrill 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 represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-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-like 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, our 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 we believe that 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:

1. FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
2. Established and portable practice with a minimum of $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 strongly preferred
2. Proven ability to partner and promote lead generation
3. Experience balancing investment management, sales activities, and new client development
4. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
5. Possess excellent communication skills, both written and verbal
6. Highly entrepreneurial

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), ...

Pay and benefits information

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

This role is eligible to participate in a formulaic incentive plan, with incentives earned based on performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees to make a genuine impact and contribute to the sustainable growth of our business and communities.