Merrill Financial Advisor - Accelerated Growth Program

Merrill Lynch
San Antonio, Texas
Salary commensurate with experience
Closing date
Feb 12, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Job Details

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 trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

If you have between two and twelve years of experience as an Financial Advisor, a strong track record of performance, a habit of leadership, and a drive to achieve more for you and your clients, let’s talk. Contact us to get more details about our Accelerated Growth 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 through collaboration deliver the full resources of Bank of America Merrill Lynch

Desired Skills:

 Experience managing client portfolios and driving growth

 Bachelor’s degree or higher strongly preferred

 Possess excellent communication skills, both written and verbal

 Proven relationship building and business development skills

 Highly entrepreneurial

 Fully licensed Financial Advisor, Series 7 & 66 (63 & 65 accepted, in lieu of 66) preferred


Wealth Management and Financial Services firm

Find Us
1803 Broadway St.
Suite 700
San Antonio
United States

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