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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). 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.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Merrill Financial Solutions Advisor - Delaware South Jersey Market. 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. 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.
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Financial Planner Financial Planners are the point of contact and relationship managers to high income/high net worth clients. Financial Planners manage a portfolio of clients to assess, understand, and identify their banking needs, and to provide options for wealth advice, banking products, and investment/insurance offerings.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
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CFP designation (Certified Financial Planner) Associate Financial Advisor. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance.
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Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours.
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Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors. Establish financial plans for clients as a licensed financial planner.
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As one of our Wealth Management Advisor, Equitable Advisors gives you the tools you need to build your own base of clients. If you want to unlock your potential as a Wealth Management Advisor, apply to join our team at Equitable Advisors.
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Certified financial planner (CFP) designation is ideal. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching, and Carson Partners.
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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.
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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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Candidates are required to have an active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) to be eligible and considered for this role. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we've received numerous awards and are regularly featured in CNBC, Forbes, Barron's, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.
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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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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER (CFP) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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