Merrill Experienced Financial Advisor
Bank of Americaa day ago
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OnsiteFull-timeSenior
Summary
Bank of America is seeking an Experienced Financial Advisor to join their Merrill Wealth Management team in New York, NY. The role involves delivering comprehensive wealth management and investment products and services to clients.
About the Role
As an Experienced Financial Advisor, you will be responsible for providing goals-based financial planning and wealth strategies, maintaining knowledge of the firm's planning tools, establishing client relationships, sourcing prospective clients, and delivering customized solutions using the resources of Bank of America Merrill.
About You
Required:
- 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.
Preferred:
- 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.
Benefits
- Competitive compensation package.
- Access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
New York, NY