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Resident Director

Coral Gables, Florida

Job Description:

Business Overview

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 goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs.  We believe trust comes from transparency.  Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Job Description

There is an immediate opening for a producing Resident Director in the Coral Gables, FL office.  The office is led by Market Executive Josh Moody and his senior office management team.  The Miami Naples Market is part of the SE Division.

The Resident Director performs a dual role, serving as both a Financial Advisor and a Leader.  The ideal candidate should be a successful producer with leadership qualities based on personal relationships and a passion for developing and coaching Financial Advisors and Client Associates.  He or she should be motivated to grow the office by leading our firm strategy through the Client Experience Standard, Optimal Practice Model, and Goals Based Wealth Management. 

Required Skills: "MUST" have these skills to be minimally qualified.

  • Series 7&66 or Series 7 & 63/65 must be currently held
  • Series 9&10 preferred, if not currently held, must be obtained within 90 days of start date

Interested candidates should have their Market Executive contact Josh Moody at 305-577-6933

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20010852

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
355 ALHAMBRA CIR, FL, Coral Gables, 33134