Back to search results

Merrill Experienced Financial Advisor

Honolulu, Hawaii;

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

Job Description:

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

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.

Key Responsibilities:

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

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience
  • Established and portable practice with a minimum of $1MM in production
  • Experience managing client portfolios and driving growth
  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor’s degree or higher strongly preferred
  • Proven ability to partner and promote lead generation.
  •  Experience balancing investment management, sales activities and new client development.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Possess excellent communication skills, both written and verbal
  • Highly entrepreneurial

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-24007333

Manages People: No

Travel: Yes, 10% of the time

California pay and benefits information

California 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 employees performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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.

Hawaii pay and benefits information

Hawaii 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 employees performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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.

New York pay and benefits information

New York 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 employees performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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.

Rhode Island pay and benefits information

Rhode Island 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 employees performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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.

Washington pay and benefits information

Washington 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 employees performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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:
1003 BISHOP ST, HI, Honolulu, 96813
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 2959 N Rock Rd, Wichita, Kansas, United States 30195 CHAGRIN BLVD, Pepper Pike, Ohio, United States 833 E Michigan St (WI9833), Milwaukee, Wisconsin, United States 4699 N MESA ST, El Paso, Texas, 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 100 Front St, Worcester, Massachusetts, United States 9595 SIX PINES DR (TX6595), The Woodlands, 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 800 Capitol St, Houston, Texas, United States 315 LAKE ST E (MN9315), Wayzata, Minnesota, United States 3775 Via Nona Marie (CA2801), Carmel, California, 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 Plaza (RI1537), Providence, Rhode Island, United States 1123 MILITARY CUTOFF RD (NC9123), Wilmington, North Carolina, 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 1301 GERVAIS ST, Columbia, South Carolina, United States 2100 ROSS AVE (TX6210), Dallas, Texas, 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 2 UNION SQ, Chattanooga, Tennessee, United States 75 Port City Lndg, Mount Pleasant, South Carolina, 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, Newport Beach, California, United States 601 POYDRAS ST, New Orleans, Louisiana, United States 1033 SKOKIE BLVD (IL3518), Northbrook, Illinois, 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 300 W VINE ST (KY9302), Lexington, Kentucky, United States 5080 CALIFORNIA AVE (CA0800), Bakersfield, California, United States 7414 HODGSON MEMORIAL DR (GA9816), Savannah, Georgia, 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 3500 E Sunrise Dr (AZ8522), Tucson, Arizona, United States