Financial Advisor

Company Description Merrill, founded in 1914, is one of the largest wealth management businesses in the world and part of Bank of America’s Global Wealth & Investment Management division. Merrill financial advisors combine deep financial expertise with a strong commitment to understanding client goals and placing client interests first. Advisors draw on Merrill’s investment insights and Bank of America’s banking capabilities to deliver tailored solutions across clients’ financial lives. Services extend beyond investment management to include college savings, retirement planning, eldercare, philanthropy, estate planning, small business services, and cash management and banking strategies. Merrill promotes a culture of integrity, collaboration, and professional growth for team members. Role Description This full-time, on-site Financial Advisor role is based in Clinton Township, MI. The Financial Advisor will meet with clients to understand their financial goals, risk tolerance, and overall financial situation, and develop personalized strategies to help them pursue those goals. Day-to-day responsibilities include providing investment and retirement planning guidance, preparing and presenting financial plans, and reviewing portfolios to align with market conditions and client objectives. The role involves proactive outreach to existing and prospective clients, ongoing relationship management, and collaboration with internal partners to provide comprehensive wealth, banking, and estate planning solutions. The Financial Advisor will also stay current on market trends, regulatory requirements, and firm offerings to deliver informed, compliant advice. Qualifications Candidates should possess strong skills in Financial Planning and Financial Advisory to design and communicate tailored wealth management strategies. Candidates should possess solid knowledge of Finance and Investments to construct, monitor, and adjust diversified portfolios. Candidates should possess expertise in Retirement Planning to support clients in building and managing long-term retirement income strategies. Candidates should possess excellent client relationship, communication, and interpersonal skills to build trust and maintain long-term partnerships. Candidates should possess relevant licenses or credentials (such as FINRA Series 7 and 66 or equivalents; CFP or progress toward certification is a plus). Candidates should possess strong analytical, problem-solving, and organizational abilities, with a high level of integrity and commitment to regulatory compliance. Bachelor’s degree in finance, business, economics, or a related field preferred; prior experience in wealth management, banking, or financial services is beneficial. #J-18808-Ljbffr