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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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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. 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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We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals.
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At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. 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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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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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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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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Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
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Certified Financial Planner / CFP. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
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Get training and one-on-one mentorship from managers who are invested in your success. 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.
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Specializations available in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to focus in employee and executive benefits and other specialized areas.
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Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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