Merrill Experienced Financial Advisor

Bank of America Merrill Lynch

Bakersfield, CA, US
Base: $48,000.00 - $100,000.00 annualized; bonus: ...
Onsite
5+ years financial advisor experience
Finra series 7 & 66 registrations
$1mm portable practice minimum
Merrill Lynch is seeking experienced Financial Advisors with over five years of experience and a portable practice to join their wealth management team. The role emphasizes goals-based financial planning, relationship building, and leveraging the resources of Bank of America to serve clients effectively

Job Summary

  • Merrill Wealth Management offers comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The role requires delivering goals-based financial planning strategies while maintaining robust knowledge of firm tools and compliance guidelines.
  • Employees are eligible for a formulaic incentive plan based on performance metrics and receive industry-leading benefits including paid time off.

Matching Summary

Match Score: 85

Merrill Lynch is seeking experienced Financial Advisors with over five years of experience and a portable practice to join their wealth management team. The role emphasizes goals-based financial planning, relationship building, and leveraging the resources of Bank of America to serve clients effectively.

Salary

Base: $48,000.00 - $100,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 5+ years Financial Advisor experience
  • FINRA Series 7 & 66 registrations
  • $1MM portable practice minimum
  • Client portfolio management skills
  • Business development and sales

Nice-to-have

  • Bachelor's degree preferred
  • CFP or CRPC designations
  • Entrepreneurial mindset
  • Strong communication skills
  • Team-based collaboration

Key Requirements

  • FINRA Series 7 & 66 (or 63/65) required
  • Minimum 5 years as Financial Advisor
  • Established portable practice with $1MM production
  • Bachelor's degree strongly preferred
  • Professional designations like CFP or CRPC

Work Rights

Not specified

Tailored Resume

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