Experienced Advisors jobs in United States
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Merrill Lynch · 16 hours ago

Experienced Advisors

positionSanta Fe, NM
timeFull-time
remoteOnsite
seniorityMid, Senior Level

Merrill Lynch is one of the largest wealth management firms globally, dedicated to helping clients pursue their financial goals. The Experienced Advisor will be responsible for managing client relationships by providing customized financial planning, investment strategies, and wealth management solutions.

BankingFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Developing client portfolios
Analyzing market trends
Identifying new business opportunities
Consulting on retirement and estate planning
Collaborating with internal teams to deliver tailored financial services

Qualification

Financial planningInvestment strategiesWealth managementClient relationship managementFinancial analysisPortfolio managementRetirement planningEstate planningRegulatory complianceBusiness developmentProfessional networkingAddressing client needsBachelor’s degreeSeries 7 licensingSeries 66 licensingCommunication

Required

Proven experience in financial planning, investment strategies, and wealth management
Strong skills in client relationship management, communication, and addressing client needs
Proficiency in financial analysis, market research, and portfolio management
Familiarity with retirement planning, estate planning strategies, and regulatory compliance
Ability to cultivate new business opportunities and maintain a strong professional network
Series 7, Series 66 (or equivalent) licensing and relevant certifications
A background in financial advising or related roles, with demonstrated success in meeting client objectives

Preferred

Bachelor's degree in Finance, Business Administration, or related field

Company

Merrill Lynch

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Merrill Lynch provides brokerage and investment advisory services for individuals and institutions.
dateFounded in 1914
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.ml.com

H1B Sponsorship

Merrill Lynch has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (39)
2023 (82)
2022 (71)
2021 (76)
2020 (130)

Funding

Current Stage
Late Stage
Total Funding
unknown
2009-01-01Acquired

Leadership Team

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Scott Dozier
Wealth Management Advisor, Senior Vice President
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Bryan Dunst
Managing Director
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Company data provided by crunchbase