Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We ...
Additionally, you will serve as a key mentor and technical resource, guiding the professional development of junior Sales and Implementation Advisors and Associates. Responsibilities Strategic Client ...
Additionally, you will serve as a key mentor and technical resource, guiding the professional development of junior Sales and Implementation Advisors and Associates. Responsibilities Strategic Client ...
Additionally, you will serve as a key mentor and technical resource, guiding the professional development of junior Sales and Implementation Advisors and Associates. Responsibilities Strategic Client ...
Additionally, you will serve as a key mentor and technical resource, guiding the professional development of junior Sales and Implementation Advisors and Associates. Responsibilities Strategic Client ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
As a Financial Advisor within PNC Wealth Management, you will be based in Wakefield, NC. Financial ... In partnership with branch manager and/or investment sales associate, leads the branch team on ...
Financial Advisor - Cary, NC - Market 27, Region 284
Cary, NC · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...
Financial Advisor - Cary, NC - Market 27, Region 284
Cary, NC · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...
Financial Advisor - Raleigh, NC - Market 27, Region 243
Raleigh, NC · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...
Financial Advisor - Raleigh, NC - Market 27, Region 243
Raleigh, NC · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...
Required Afternoon (Starting between noon and 5pm) Availability About the Role As Beauty Advisor ... Maintaining adherence to company safety policies for the safety of all associates and customers
Required Afternoon (Starting between noon and 5pm) Availability About the Role As Beauty Advisor ... Maintaining adherence to company safety policies for the safety of all associates and customers
Part-Time Beauty Advisor - Sephora
Durham, NC · On-site
$13.70/hr
Required weekend avaiablity About the Role As Beauty Advisor, you will drive sales through an ... Maintaining adherence to company safety policies for the safety of all associates and customers
Part-Time Beauty Advisor - Sephora
Durham, NC · On-site
$13.70/hr
Required weekend avaiablity About the Role As Beauty Advisor, you will drive sales through an ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
Part-Time Beauty Advisor - Sephora
Wake Forest, NC · On-site
$13.70/hr
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
Part-Time Beauty Advisor - Sephora
Wake Forest, NC · On-site
$13.70/hr
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and ... Maintaining adherence to company safety policies for the safety of all associates and customers
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
Beauty Advisor Sally Beauty 03236
$16 - $20/hr
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
Beauty Advisor Sally Beauty 03236
$16 - $20/hr
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
Beauty Advisor Sally Beauty 10770
$15.50 - $19.25/hr
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
Beauty Advisor Sally Beauty 10770
$15.50 - $19.25/hr
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...
Expert, Product Advisor - Payer Encounters Submissions
Raleigh, NC · On-site
$92.97K - $129.23K/yr
Expert Product Advisor - Payer Encounters Submission Job SummaryPartners closely with highly ... We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of ...
Expert, Product Advisor - Payer Encounters Submissions
Raleigh, NC · On-site
$92.97K - $129.23K/yr
Expert Product Advisor - Payer Encounters Submission Job SummaryPartners closely with highly ... We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of ...
About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty ... Maintaining adherence to company safety policies for the safety of all associates and customers
About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty ... Maintaining adherence to company safety policies for the safety of all associates and customers
... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ... advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made ...
... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ... advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made ...
Associate Advisor information
See Raleigh, NC salary details
$11.68 - $14.64
6% of jobs
$14.64 - $17.59
15% of jobs
$18.20 is the 25th percentile. Wages below this are outliers.
$17.59 - $20.54
19% of jobs
The median wage is $22.41 / hr.
$20.54 - $23.49
16% of jobs
$23.49 - $26.45
15% of jobs
$27.70 is the 75th percentile. Wages above this are outliers.
$26.45 - $29.40
11% of jobs
$29.40 - $32.35
7% of jobs
$32.35 - $35.30
5% of jobs
$35.30 - $38.26
2% of jobs
$38.26 - $41.21
2% of jobs
$41.21 - $44.16
2% of jobs
$11
$25
$44
How much do associate advisor jobs pay per hour?
What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?
What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?
What is an Associate Advisor?
What is the difference between Associate Advisor vs Financial Advisor?
| Aspect | Associate Advisor | Financial Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; may need licenses like Series 7 or 66 | Same as Associate Advisor, often with additional certifications like CFP |
| Work Environment | Support role within financial firms, assisting senior advisors | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in financial services firms, banks, and advisory firms | Used across similar firms, often with more client responsibility |
| Search & Comparison Intent | Commonly compared for entry-level roles or career progression | Viewed as a more senior or independent role |
In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Full-time
Retirement, PTO
Posted 3 hours ago
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We believe trust comes fromtransparency.Ourtrusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
- Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
- Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
- Source prospective clients and capitalize on referrals
- Deliver customized solutions and the full resources of Bank of America Merrill
- Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
- 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 $1MM in production
- Experience managing client portfolios and driving growth
- Proven relationship building and business development skills
Desired Skills:
- Bachelor's degree or higher strongly preferred
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Possess excellent communication skills, both written and verbal
- Highly entrepreneurial
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Wellesley Hills - 45 William St (MA9045), US - MA - Worcester - 100 Front St - BANK OF AMERICA (MA6231), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563) {+ 20 more}Pay and benefits informationPay range$48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998