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- Tasks: Help clients achieve their financial goals through tailored planning and investment strategies.
- Company: Join Merrill Lynch, a top global wealth management firm with a strong reputation.
- 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 36000 - 60000 £ per year.
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Merrill Experienced Financial Advisor, Manchester
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Client:
Bank of America
Location:
Manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
fe6a6940deeb
Job Views:
4
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
Description
:
Description
:
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:
Required Skills:
Desired Skills:
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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 enhances your knowledge but also expands your professional network, potentially leading to referrals or recommendations.
✨Tip Number 3
Familiarise yourself with the latest tools and strategies used by Merrill Lynch. Demonstrating your knowledge of their specific resources during conversations can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your portable practice and how you’ve successfully managed client portfolios in the past. Be ready to share specific examples that highlight your relationship-building skills and business development successes.
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 passion for financial advising and your understanding of Merrill Lynch's values. Mention how your skills align with their goals and how you can contribute to their team-based environment.
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 and commitment to the field.
Showcase Relationship Building: Provide examples in your application of how you've successfully built relationships and sourced prospective clients in the past. This is crucial for a role that relies heavily on trust and client engagement.
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 a collaborative environment and how your values align with theirs.
✨Prepare for Technical Questions
Brush up on your knowledge of financial planning tools and strategies. Expect questions that assess your understanding of wealth management and investment products, so be prepared to discuss how you would apply these in real scenarios.
✨Demonstrate Relationship Building Skills
Since relationship building is key in this role, prepare to share examples of how you've successfully established and maintained client relationships. Highlight any referrals or partnerships you've developed in your previous roles.
