Merrill Experienced Financial Advisor, Malahide
Client:
Bank of America
Location:
Malahide, Ireland
Job Category:
Other
EU work permit required:
Yes
Job Reference:
d4ec71720f78
Job Views:
5
Posted:
16.06.2025
Expiry Date:
31.07.2025
Job Description:
Description
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team environment, and a drive to achieve more for your clients, we want to hear from you. Contact us to learn more about our Experienced Advisor Program, competitive compensation, and how we can support your career growth.
Merrill Lynch Wealth Management provides comprehensive wealth management and investment services for individuals, companies, and institutions. We specialize in retirement, education, legacy planning, and other life goals through personalized investment advice.
Our financial advisors help clients pursue their desired lifestyles through one-on-one or team relationships built on trust and shared ownership. We leverage the Merrill investment platform and Bank of America banking capabilities to serve our clients effectively.
Key Responsibilities:
* Provide goals-based financial planning and wealth strategies, including client needs assessment
* Stay updated on the firm’s latest planning tools, techniques, and strategies
* Build and maintain relationships with management and ensure compliance with policies
* Source prospective clients and utilize referrals
* Offer customized solutions using Bank of America Merrill resources
* Complete training to maintain a successful financial advising career
Required Skills:
* FINRA Series 7 & 66 (or 63 & 65) registrations with 5+ years of experience
* Established, portable practice with at least $1MM in production
* Experience managing client portfolios and growing business
* Strong relationship-building and business development skills
Desired Skills:
* Bachelor’s degree or higher preferred
* Ability to generate and promote leads
* Experience balancing investment management, sales, and new client acquisition
* Additional professional designations like CFP or CRPC are a plus
* Excellent written and verbal communication skills
* Entrepreneurial mindset
Shift:
1st shift (United States of America)
Hours Per Week:
40
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