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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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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.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better.
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Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
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Merrill Financial Solutions Advisor - Louisville & Associates Market. Youll advise and guide clients on how to achieve their financial goals. At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful.
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Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
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Learn about the full suite of financial solutions. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
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Keywords: Financial planning, wealth management, High Net Worth (HNW), eMoney, portfolio management, financial planning, estate plan, generational wealth, high net work, HNW, ultra high net worth, UHNW, CFP, retirement, tax planning, Risk Management, Insurance, retirement, cash flow.
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Preferred candidate will have or will be working toward earning the Certified Financial Planner (CFP) designation. The Associate Financial Planner will apprentice under and assist our senior advisors throughout the financial planning process, from discovery to implementation.
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As a Merrill FSA, you can look forward to. Experience balancing investment management, sales activities and new client development. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP.
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CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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