Merrill Experienced Financial Advisor

Financial Advisor with Merrill Wealth Management. Key Responsibilities Deliver a full range of goals-based financial planning and wealth strategies including assessment of client needs. Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies. Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies. Source prospective clients and capitalize on referrals. Deliver customized solutions and the full resources of Bank of America Merrill. 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 FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years experience. Established and portable practice with a minimum of $1MM in production. Experience managing client portfolios and driving growth. Proven relationship building and business development skills. Desired Skills Bachelor's degree or higher strongly preferred. Proven 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 verbal. Highly entrepreneurial. Shift 1st shift (United States of America) Hours Per Week 40 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. Formulaic Incentive Eligibility This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's 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 so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr