Experienced Financial Advisor
Honolulu, District of Columbia, United States of America
Full Time
8 hours ago
$48,000 - $100,000 USD
H1B Sponsor
About this role
Role Overview
- Deliver a full range of goals-based financial planning / wealth strategies
- Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team
- Source prospective clients and capitalize on referrals
- Deliver customized solutions and the full resources of Bank of America Merrill
Requirements
- 5+ years of experience as a Financial Advisor
- FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required
- 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
- Bachelor's degree or higher strongly preferred
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to contribute to community growth