Merrill Experienced Financial Advisor

Bank of America (GHR)

Bakersfield, US
Base: $48,000.00 - $100,000.00 annualized salary; ...
Onsite
Goals-based wealth management
Investment advice and guidance
Personal relationship with clients
Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.
  • Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team, equipped with Merrill's investment insights and Bank of America's banking convenience.
  • The company values diversity and empowers employees to bring their whole selves to work, fostering a culture that is resilient, results-focused, and effective.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance.

Salary

Base: $48,000.00 - $100,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • goals-based wealth management
  • investment advice and guidance
  • personal relationship with clients
  • access to investment insights
  • banking convenience

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • entrepreneurial spirit
  • mutual trust and shared ownership

Key Requirements

  • FINRA Series 7 & 66 registrations
  • 5+ years experience as Financial Advisor
  • Established and portable practice
  • Minimum of $1MM in production
  • Experience managing client portfolios

Work Rights

Not specified

Tailored Resume

Cover Letter