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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 empowers clients to realise their financial dreams.
- Qualifications: 5+ years as a Financial Advisor with necessary FINRA registrations and a portable practice.
- Other info: Opportunity for growth in a dynamic, supportive workplace focused on client success.
The predicted salary is between 36000 - 60000 £ 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 enhances your knowledge but also allows you to meet potential colleagues and decision-makers from Merrill.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise and connect with professionals in the financial advisory space. Engaging with relevant content can increase your visibility to recruiters at Merrill.
✨Tip Number 4
Prepare for potential interviews by familiarising yourself with Merrill's latest financial tools and strategies. Demonstrating your knowledge during discussions can set you apart from other candidates.
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 relationship-building skills and your understanding of the wealth management industry. Mention specific examples of how you've successfully sourced clients and delivered customised solutions in the past.
Highlight Relevant Qualifications: Clearly list your FINRA Series 7 & 66 registrations, along with any additional professional designations like CFP or CRPC. This will help demonstrate your qualifications and commitment to the field.
Showcase Team Collaboration: In your application, mention your experience working in team environments. Highlight how you’ve contributed to building trust and accountability within teams, as this aligns with Merrill's values.
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 in your previous roles.
✨Demonstrate Relationship Building Skills
Since this role requires strong relationship-building abilities, come prepared with anecdotes that illustrate how you've established and maintained client relationships. Discuss any successful partnerships or collaborations you've had.
✨Familiarise Yourself with Merrill's Tools
Research and understand the latest planning tools and strategies used by Merrill Lynch. Being knowledgeable about their resources will show your commitment and readiness to integrate into their team.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be ready to discuss how you've navigated compliance guidelines in your past positions. This will demonstrate your understanding of the regulatory environment and your ability to adhere to it.
