Financial Advisor Job Description
We are currently looking for Financial Advisors in Upper Montclair, NJ. Many of our most successful Financial Advisors come to Merrill Lynch from fields outside Financial Advisory services. If your expertise lies in law, banking, accounting, sales, insurance or a similar area – or you have a strong record of relationship building with wealthy individuals or small to mid-sized business – send us your resume.
- Medical Coverage
- Dental Coverage
- Managed prescription drug coverage
- 401(k) savings and investment plan and retirement program
We offer a generous base salary plus cash and stock incentives, even as you build your business. Also, you will be able to participate in our industry-leading compensation. Besides, our Practice Management Development Program provides comprehensive training for over three years to develop exceptional client advisory skills in the investment process, balance sheet management, estate planning, and other competencies to serve a broad range of customers.
The ideal candidate has:
- A bachelor’s degree is strongly preferred; a master’s, MBA, JD, CPA, CFP, CIMA, CFA or other related professional certification is a plus.
- 3 or more years of stable and progressively more responsible experience as a sales professional, attorney, financial planner, banker or a history of developing and establishing long-term relationships with affluent clients.
Merrill Lynch Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients’ expectations. In addition to this drive and passion, you will need executive presence, excellent interpersonal skills, a strong team orientation, and resiliency.
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