Established Financial Advisor - Merrill Lynch (IL and ...

We are partnering with Merrill Wealth Management on an opportunity for an established, growth-minded Financial Advisor in central Illinois or Iowa. Here are a few of the extraordinary advantages of being on the Merrill team. Contact me to find out more and decide whether Merrill might be right for your business and your future. ML Wealth Management is an entrepreneurial firm with a flexible business model that allows Advisors to focus on what works for their business. ML provides an extensive platform with high digital capabilities, and there is nothing a client needs that ML can't facilitate (e.g. commercial banking, lending, etc.). ML does not use proprietary funds and does not tell Advisors what to use! ML provides, manages and pays for your office space and your personal Client Specialist ML Advisors are assigned a personal BofA banker and earn bonuses on banking referrals Compensation package - 350% cash with a 9 year note plus long term equity After 5 years and age 55+, client transition program eligibility (ML offer to purchase book of business) Deferred compensation match Generous employee benefits package including health and wellness, time off, company retirement contributions and an array of benefits under the Merrill Lynch Bank of America umbrella Qualifications • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience • Established and portable practice with a minimum of $75MM AUM and $1MM in trailing 12 months production.

Created: 2024-11-05