Founded in 1914, Merrill is one of the largest wealth management businesses globally. Merrill financial advisors leverage their expertise and deep understanding of client needs to help clients achieve their financial goals. Combining the investment insights of Merrill and the banking insights of Bank of America, the firm provides tailored strategies across various areas, including retirement planning, college savings, philanthropy, estate planning, and small business services. Merrill is deeply committed to putting clients first and delivering holistic financial solutions that address every aspect of their financial lives. Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Role Description This is a full-time on-site role located in Southbury, CT, for a Financial Advisor. The Financial Advisor will develop customized financial plans and strategies tailored to clients’ goals. Day-to-day responsibilities include providing guidance on financial planning, identifying investment opportunities, managing retirement strategies, and offering expert financial advisory services. Building lasting client relationships and ensuring client needs are at the forefront of decision-making is core to this position. Qualifications Expertise in Financial Planning and Retirement Planning Strong knowledge of Investments and Finance Experience providing Financial Advisory services Excellent interpersonal and communication skills Ability to operate in a client-focused, results-driven environment Experience in wealth management and a deep understanding of compliance standards in financial services Bachelor’s degree in Finance, Economics, or related field Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus #J-18808-Ljbffr Merrill Lynch
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