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- Tasks: Help clients achieve their financial goals through tailored planning and strategies.
- Company: Join Merrill Lynch, a leader in wealth management and investment services.
- Benefits: Enjoy competitive compensation and ongoing training for career growth.
- Why this job: Be part of a trusted team that values relationships and accountability.
- Qualifications: 5+ years as a Financial Advisor with necessary FINRA registrations required.
- Other info: Opportunity to work with Bank of America's extensive resources.
The predicted salary is between 43200 - 72000 £ per year.
Social network you want to login/join with:
Merrill Experienced Financial Advisor, Hales
Client:
Bank of America
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
31b9f2fe30d6
Job Views:
12
Posted:
22.06.2025
Expiry Date:
06.08.2025
Job 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 environment, and a drive to achieve more for yourself and your clients, let’s connect. Contact us for more details about our Experienced Advisor Program, competitive compensation, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of wealth management and investment services for individuals, companies, and institutions. It specializes in retirement, education, legacy, and life goals planning through investment advice.
Our financial advisors help clients pursue their envisioned lives through personalized relationships, built on trust, shared ownership, and accountability. We operate as one company, leveraging Merrill’s investment platform and Bank of America banking capabilities.
Key Responsibilities:
- Deliver comprehensive, goals-based financial planning and wealth strategies, including client needs assessment.
- Stay updated on the firm’s latest planning tools, techniques, and strategies.
- Maintain relationships with management and inform them of circumstances needing supervisory review per compliance guidelines.
- Source prospective clients and leverage referrals.
- Provide customized solutions utilizing the resources of Bank of America Merrill Lynch.
- Complete training and development to sustain a successful financial advising career.
Required Skills:
- FINRA Series 7 & 66 (or 63 & 65 in lieu of 66) registrations required, with 5+ years’ experience.
- Established and portable practice with at least $1MM in production.
- Experience managing client portfolios and driving growth.
- Proven relationship-building and business development skills.
Desired Skills:
- Bachelor’s degree or higher preferred.
- Ability to partner and promote lead generation.
- Experience balancing investment management, sales, and new client development.
- Additional professional designations like CFP or CRPC are a plus.
- Excellent written and verbal communication skills.
- Highly entrepreneurial mindset.
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 actively within the financial services community. Attend industry events, webinars, and local meetups to connect with other professionals and potential clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with others in the industry. Share insights, articles, and engage with content related to wealth management to position yourself as a knowledgeable advisor.
✨Tip Number 3
Consider reaching out directly to current Merrill advisors or employees to learn more about their experiences and the company culture. This can provide valuable insights and potentially lead to referrals for your application.
✨Tip Number 4
Stay informed about the latest trends and tools in financial advising. Being knowledgeable about new strategies and technologies can set you apart during interviews and demonstrate your commitment to professional development.
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 established and portable practice, showcasing any relevant achievements and client portfolio management.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of Merrill Lynch's values and how your skills align with their goals. Mention your relationship-building abilities and your entrepreneurial mindset to stand out.
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 demonstrate your qualifications and commitment to the field.
Showcase Your Client-Centric Approach: Provide examples of how you've delivered comprehensive financial planning and wealth strategies in previous roles. This will illustrate your ability to meet client needs and drive growth effectively.
How to prepare for a job interview at Bank of America
✨Showcase Your Experience
With at least 5+ years as a Financial Advisor, be ready to discuss specific examples of your achievements. Highlight your portable practice and how you've successfully managed client portfolios to drive growth.
✨Demonstrate Relationship-Building Skills
Merrill values strong relationships. Prepare to share stories that illustrate your ability to build trust and accountability with clients. Think about how you’ve leveraged referrals in the past.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest financial planning tools and strategies used by Merrill. Being knowledgeable about current trends will show your commitment to continuous learning and improvement.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be prepared to discuss how you maintain relationships with management and ensure adherence to guidelines. This will demonstrate your understanding of the regulatory environment.
