Financial Advisor

Money moves fast. Markets shift overnight, inflation quietly eats purchasing power, and trends that looked unstoppable a year ago can suddenly lose momentum. That uncertainty pushes many people into one of two extremes: reckless investing or complete hesitation. Neither approach builds lasting wealth. That’s where investment consulting becomes valuable. A skilled consultant doesn’t simply suggest where to place money. The …

The Financial Advisor Trainee receives:The strength and name recognition of Merrill Lynch and Bank of America. A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program.

We have several Financial Advisor positions available. Salary and commission. Firms are initially confidential. Looking for experienced and those looking for job change.

The PMD program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments.

ESSENTIAL DUTIES & RESPONSIBILITIES: Identifies, contacts, and meets with prospective clients to complete a suitability review to assess the financial situation, including investment goals, experience, investment time horizon, risk tolerance, and liquidity needs. Recommends investment products and services to most effectively meet the needs of the client, based on information obtained. Informs customers of the benefits and risks of various …