The Merrill Experienced Financial Advisor position at Bank of America requires candidates with over five years of financial advising experience and a portable practice. The role emphasizes building client relationships, delivering personalized wealth strategies, and leveraging the firm's extensive resources
Job Summary
Merrill Wealth Management offers comprehensive wealth management services specializing in goals-based planning for retirement, education, and legacy.
The role requires delivering a full range of financial planning strategies while maintaining robust knowledge of the firm's latest tools and techniques.
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
The Merrill Experienced Financial Advisor position at Bank of America requires candidates with over five years of financial advising experience and a portable practice. The role emphasizes building client relationships, delivering personalized wealth strategies, and leveraging the firm's extensive resources.
Salary
Base: $48,000.00 - $100,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
5+ years Financial Advisor experience
Transportable practice with $1MM production
FINRA Series 7 and 66 registrations
Nice-to-have
Bachelor's degree or higher preferred
Certified Financial Planner (CFP) designation
Entrepreneurial mindset and drive
Key Requirements
Minimum 5 years as Financial Advisor
Established portable practice with $1MM production