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For Companies At a Glance
- Tasks: Help clients achieve their financial goals through tailored planning and investment strategies.
- Company: Join Merrill Lynch, a global leader in wealth management and investment services.
- Benefits: Enjoy competitive compensation, professional development, and a collaborative team environment.
- Why this job: Be part of a trusted team that values mutual support and client success.
- Qualifications: 5+ years as a Financial Advisor with necessary FINRA registrations and a portable practice.
- Other info: Opportunity for growth in a dynamic financial landscape.
The predicted salary is between 43200 - 72000 £ per year.
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team-like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
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.
Key Responsibilities:- 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
- Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
- 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
- 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
Merrill Experienced Financial Advisor employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Merrill Experienced Financial Advisor
✨Tip Number 1
Network with current and former Merrill Financial Advisors. They can provide insights into the company culture and expectations, which can help you tailor your approach when connecting with the hiring team.
✨Tip Number 2
Attend industry events or seminars related to wealth management and financial advising. This not only expands your knowledge but also helps you meet potential colleagues and clients who may refer you to opportunities at Merrill.
✨Tip Number 3
Familiarise yourself with Merrill's latest planning tools and strategies. Being well-versed in their offerings will demonstrate your commitment and readiness to contribute effectively from day one.
✨Tip Number 4
Showcase your relationship-building skills by reaching out to potential clients or partners before applying. This proactive approach can highlight your ability to generate leads and establish connections, which is crucial for a Financial Advisor role.
We think you need these skills to ace Merrill Experienced Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of experience as a Financial Advisor. Emphasise your transportable practice and any relevant achievements that demonstrate your ability to drive growth and manage client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Merrill Lynch's values and how your skills align with their goals. Mention your experience in team environments and your commitment to client needs.
Highlight Relevant Skills: In your application, clearly outline your FINRA Series 7 & 66 registrations and any additional professional designations like CFP or CRPC. This will help demonstrate your qualifications for the role.
Showcase Relationship Building: Provide examples of how you've successfully built relationships and generated leads in your previous roles. This is crucial for a position that relies on establishing trust with clients and management.
How to prepare for a job interview at Bank of America
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience as a Financial Advisor. Prepare specific examples of how you've successfully managed client portfolios and driven growth, as this will demonstrate your capability to meet the role's requirements.
✨Understand Merrill's Values
Familiarise yourself with Merrill Lynch's commitment to teamwork and mutual trust. Be ready to discuss how you can contribute to building strong relationships within the team and with clients, as this aligns with their company culture.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be prepared to answer questions about your understanding of compliance guidelines and how you've navigated them in your previous positions. This shows that you take regulatory matters seriously.
✨Demonstrate Your Entrepreneurial Spirit
Merrill values candidates who are entrepreneurial. Share instances where you've taken initiative in lead generation or business development, showcasing your ability to source prospective clients and capitalise on referrals.
