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Merrill Financial Advisor - Accelerated Growth Role

Bank of America

Bank of America

Accounting & Finance, Sales & Business Development
Multiple locations
Posted on Thursday, January 19, 2023

Job Description:

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 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.

If you have at least 2+ years of experience as a Financial Advisor with an existing practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s talk. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

Key Responsibilities:

  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

  • Deliver a full range of goals-based financial planning / 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

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 2+ years’ experience

  • Established practice and experience managing client portfolios and driving growth

  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor’s degree or higher strongly preferred

  • Possess excellent communication skills, both written and verbal

  • Highly entrepreneurial

Job Code Summary:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This job is to support the PTA strategy, and this role is specific for recruits from non-protocol firms

Job Band:



1st shift (United States of America)

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Weekly Schedule:

Referral Bonus Amount: