Full-Time
Merrill Experienced Financial Advisor
Confirmed live in the last 24 hours
Bank of America
10,001+ employees
Provides banking and financial services globally
Compensation Overview
$48k - $100kAnnually
Senior
Palo Alto, CA, USA + 17 more
More locations: Monterey, CA, USA | Newport Beach, CA, USA | Washington, DC, USA | San Francisco, CA, USA | Honolulu, HI, USA | Los Angeles, CA, USA | San Jose, CA, USA | North Bethesda, MD, USA | Pasadena, CA, USA | Westlake Village, CA, USA | Palm Desert, CA, USA | Williston Park, NY, USA | Plainview, NY, USA | Albany, NY, USA | New York, NY, USA | San Diego, CA, USA | Santa Clarita, CA, USA
Multiple locations across the United States, all requiring in-office presence.
- 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
- 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
- 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
Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company has a significant presence in the U.S., serving around 56 million consumer and small business accounts. Bank of America stands out from its competitors by being a leader in wealth management and corporate investment banking, which allows them to cater to a diverse clientele. The goal of Bank of America is to help their customers achieve their financial goals through comprehensive financial solutions.
Company Stage
IPO
Total Funding
N/A
Headquarters
Charlotte, North Carolina
Founded
1904
Simplify's Take
What believers are saying
- Focus on digital banking enhances customer experience and operational efficiency.
- Expansion in wealth management aligns with global trends in personalized services.
- Partnerships in blockchain solutions offer faster, secure transactions.
What critics are saying
- Increased competition in credit facilities may impact market share.
- Large corporations raising capital through share sales could affect liquidity management.
- Syndicated loan platforms may disrupt traditional lending models.
What makes Bank of America unique
- Bank of America is a leader in corporate and investment banking globally.
- The bank is a key player in sustainable finance and green bonds.
- It heavily invests in AI for risk management and fraud detection.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Remote Work Options
Professional Development Budget
Conference Attendance Budget