Merrill Experienced Financial Advisor

Experienced Advisor ProgramMerrill 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 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 a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe 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:Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needsMaintain a robust knowledge of the firm's latest planning tools, techniques and strategiesEstablish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policiesSource prospective clients and capitalize on referralsDeliver customized solutions and the full resources of Bank of America MerrillUnderstand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial AdvisorRequired Skills:FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experienceEstablished and portable practice with a minimum of $1MM in productionExperience managing client portfolios and driving growthProven relationship building and business development skillsDesired Skills:Bachelor's degree or higher strongly preferredProven 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 verbalHighly entrepreneurialShift:1st shift (United States of America)Hours Per Week:40Pay Transparency detailsPay range $48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.