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Merrill Financial Advisor – Accelerated Growth Role

The Woodlands, Texas;

Job Description:

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 planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.

If you have at least 2+ years of experience as a Financial Advisor with an existing practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s talk. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

Key Responsibilities:

  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

  • Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies

  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

  • Source prospective clients and capitalize on referrals

  • Deliver customized solutions and the full resources of Bank of America Merrill

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 2+ years’ experience

  • Established practice and experience managing client portfolios and driving growth

  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor’s degree or higher strongly preferred

  • Possess excellent communication skills, both written and verbal

  • Highly entrepreneurial

Job Code Summary:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This job is to support the PTA strategy, and this role is specific for recruits from non-protocol firms

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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 planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.

If you have at least 2+ years of experience as a Financial Advisor with an existing practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s talk. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

Key Responsibilities:

  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

  • Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies

  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

  • Source prospective clients and capitalize on referrals

  • Deliver customized solutions and the full resources of Bank of America Merrill

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 2+ years’ experience

  • Established practice and experience managing client portfolios and driving growth

  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor’s degree or higher strongly preferred

  • Possess excellent communication skills, both written and verbal

  • Highly entrepreneurial

Job Code Summary:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This job is to support the PTA strategy, and this role is specific for recruits from non-protocol firms

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22085775

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Sophia Perrone

Referral Bonus:

0

New York City pay and benefits information

New York City pay range:

$48,000 - $100,000 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
9595 SIX PINES DR, TX, The Woodlands, 77380
Additional Locations:
11810 GRAND PARK AVE (MD9900), North Bethesda, Maryland, United States 2049 Century Park E, Los Angeles, California, United States 200 Park Ave, New York, New York, United States 1 Cowboys Way, Frisco, Texas, United States 75 ROCKEFELLER PLZ (NY3075), New York, New York, United States 39001 W 12 Mile Rd, Farmington Hills, Michigan, United States 3401 COLLEGE BLVD (KS3401), Leawood, Kansas, United States 14636 N Scottsdale Rd, Scottsdale, Arizona, United States 5905 E GALBRAITH RD (OH4590), Cincinnati, Ohio, United States 50 N Laura St, Jacksonville, Florida, United States 4242 Six Forks Rd, Raleigh, North Carolina, United States 10400 NE 4th St, Bellevue, Washington, United States 60 E SOUTH TEMPLE ST (UT9060), Salt Lake City, Utah, United States 30195 CHAGRIN BLVD, Pepper Pike, Ohio, United States 833 E Michigan St (WI9833), Milwaukee, Wisconsin, United States 3455 Peachtree Rd Ne, Atlanta, Georgia, United States 607 W 3rd St (TX9208), Austin, Texas, United States 301 COMMERCE ST (TX1301), Fort Worth, Texas, United States 230 SW Adams St, Peoria, Illinois, United States 2800 Post Oak Blvd, Houston, Texas, United States 45 WILLIAM ST, Wellesley Hills, Massachusetts, United States 510 E 96TH ST, Indianapolis, Indiana, United States 2555 E CAMELBACK RD (AZ3912), Phoenix, Arizona, United States 315 LAKE ST E (MN9315), Wayzata, Minnesota, United States 800 Capitol St, Houston, Texas, United States 800 GREEN VALLEY RD (NC9800), Greensboro, North Carolina, United States 600 Hamilton St (PA9430), Allentown, Pennsylvania, United States 8890 Lyra Dr, Columbus, Ohio, United States 2200 N RODNEY PARHAM RD, Little Rock, Arkansas, United States 300 CRESCENT CT, Dallas, Texas, United States 1 Financial Plz, Providence, Rhode Island, United States 114 W 47TH ST (NY8114), New York, New York, United States 69 STATE ST (NY6100), Albany, New York, United States 110 N Wacker Dr, Chicago, Illinois, United States 1600 JFK BLVD, Philadelphia, Pennsylvania, United States 1325 FRANKLIN AVE, Garden City, New York, United States 1305 WALT WHITMAN RD (NY3305), Melville, New York, United States 2100 ROSS AVE (TX6210), Dallas, Texas, United States 1301 GERVAIS ST, Columbia, South Carolina, United States 24200 Magic Mountain Pkwy, Santa Clarita, California, United States 50 W SAN FERNANDO ST (CA3805), San Jose, California, United States 1241 PITTSFORD VICTOR RD (NY3241), Pittsford, New York, United States 800 S GAY ST, Knoxville, Tennessee, United States 3333 WARRENVILLE RD (IL9333), Lisle, Illinois, United States 1331 N CALIFORNIA BLVD (CA4813), Walnut Creek, California, United States 100 Federal St, Boston, Massachusetts, United States 2021 SPRING RD (IL9202), Oak Brook, Illinois, United States 2125 LOUISIANA BLVD (NM9125), Albuquerque, New Mexico, United States 1803 Brdway St, San Antonio, Texas, United States 75 Port City Lndg, Mount Pleasant, South Carolina, United States 2 UNION SQ, Chattanooga, Tennessee, United States 100 SOMERSET CORPORATE BLVD (NJ2807), Bridgewater, New Jersey, United States 1200 HOWARD BLVD (NJ2653), Mount Laurel, New Jersey, United States 115 W CENTURY RD, Paramus, New Jersey, United States 999 WATERSIDE DR (VA3999), Norfolk, Virginia, United States 520 NEWPORT CENTER DR (CA6814), Newport Beach, California, United States 601 POYDRAS ST, New Orleans, Louisiana, United States 1033 SKOKIE BLVD (IL3518), Northbrook, Illinois, United States 1003 BISHOP ST, Honolulu, Hawaii, United States 800 E COLORADO BLVD (CA9810), Pasadena, California, United States 2815 TOWNSGATE RD (CA6811), Westlake Village, California, United States 1 TOWN CENTER RD (FL9870), Boca Raton, Florida, United States 6100 S YALE AVE, Tulsa, Oklahoma, United States 701 B ST (CA0816), San Diego, California, United States 3507 KYOTO GARDENS DR (FL9867), Palm Beach Gardens, Florida, United States 701 Brickell Ave, Miami, Florida, United States 569 BROOKWOOD VLG (AL9568), Birmingham, Alabama, United States 1700 State Route 23 (NJ2170), Wayne, New Jersey, United States 225 LIBERTY ST (NY3002), New York, New York, United States 1819 MAIN ST (FL9862), Sarasota, Florida, United States 101 E Kennedy Blvd, Tampa, Florida, United States 74800 US HIGHWAY 111 (CA0806), Indian Wells, California, United States 8075 LEESBURG PIKE, Vienna, Virginia, United States 2600 W Big Beaver Rd, Troy, Michigan, United States 101 BULLITT LN, Louisville, Kentucky, United States 1152 15th St Nw, Washington, District of Columbia, United States 51 JOHN F KENNEDY PKWY, Short Hills, New Jersey, United States 724 W LANCASTER AVE, Wayne, Pennsylvania, United States 100 E Pratt St, Baltimore, Maryland, United States 333 S HOPE ST, Los Angeles, California, United States 7 ROSZEL RD (NJ2007), Princeton, New Jersey, United States 600 GRANT ST, Pittsburgh, Pennsylvania, United States 401 E Las Olas Blvd, Fort Lauderdale, Florida, United States 401 Union St, Seattle, Washington, United States 555 California St, San Francisco, California, United States 200 S BISCAYNE BLVD (FL9830), Miami, Florida, United States 900 ELM ST (NH9900), Manchester, New Hampshire, United States 222 2nd Ave S (TN9120), Nashville, Tennessee, United States 300 S Orange Ave, Orlando, Florida, United States 1211 SW 5TH AVE, Portland, Oregon, United States 3075A Hansen Way (CA5820), Palo Alto, California, United States