Merrill Experienced Financial Advisor

Job Overview We are looking for an experienced Financial Advisor with at least five years of practice who can build a robust, portable client base and generate new business opportunities in a team-oriented environment. 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, or approval per compliance guidelines and policies. Source prospective clients and capitalize on referrals. Deliver customized solutions using 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 and 66 registrations required (Series 63 and 65 accepted in lieu of 66) with 5+ years of experience. Established and portable practice with a minimum of $1 million 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. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Excellent written and verbal communication skills. Highly entrepreneurial mindset. Job Details Shift: 1st shift (United States of America) Hours per week: 40 Salary range: $48,000 – $100,000 annualized, based on experience, education, and skill set. Benefits: The role is eligible for industry‑leading benefits, paid time off, and resources to support employee impact and growth. #J-18808-Ljbffr