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 ...
We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their ...
We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their ...
We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their ...
We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their ...
Financial Modeling & Analysis * Build and maintain detailed project-level and portfolio financial models incorporating capital costs, operating assumptions, and financing terms. * Perform scenario ...
Financial Modeling & Analysis * Build and maintain detailed project-level and portfolio financial models incorporating capital costs, operating assumptions, and financing terms. * Perform scenario ...
Financial Modeling & Analysis * Build and maintain detailed project-level and portfolio financial models incorporating capital costs, operating assumptions, and financing terms. * Perform scenario ...
Financial Modeling & Analysis * Build and maintain detailed project-level and portfolio financial models incorporating capital costs, operating assumptions, and financing terms. * Perform scenario ...
Financial Solutions Advisor Registration Candidate- Greater Baltimore Market
Columbia, SC · On-site
$28.85 - $33.65/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Financial Solutions Advisor Registration Candidate- Greater Baltimore Market
Columbia, SC · On-site
$28.85 - $33.65/hr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned ...
May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned ...
Financial Accounting Tutor
Columbia, SC · Remote
$18 - $40/hr
What We Look For In a Financial Accounting Tutor * Advanced Subject Mastery: Deep knowledge of the accounting cycle, financial statement preparation, revenue recognition, inventory methods ...
Financial Accounting Tutor
Columbia, SC · Remote
$18 - $40/hr
What We Look For In a Financial Accounting Tutor * Advanced Subject Mastery: Deep knowledge of the accounting cycle, financial statement preparation, revenue recognition, inventory methods ...
Defense (DoD) Directives, and Joint Travel Regulations (JTR) governing financial management, operating procedures, and entitlements for military personnel, civilian staff, vendors, and travelers.
Defense (DoD) Directives, and Joint Travel Regulations (JTR) governing financial management, operating procedures, and entitlements for military personnel, civilian staff, vendors, and travelers.
Corporate Finance Analyst - AI Trainer
Columbia, SC · Remote
$50 - $100/hr
To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master's or PhD (completed or in progress) is strongly preferred.
Quick apply
Corporate Finance Analyst - AI Trainer
Columbia, SC · Remote
$50 - $100/hr
To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master's or PhD (completed or in progress) is strongly preferred.
SUPERVISORY FINANCIAL SPECIALIST
Eastover, SC · On-site
$89K/yr
THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION for a SUPERVISORY FINANCIAL SPECIALIST, Position Description Number D2392000 and is part of the 169 FW, South Carolina Air National Guard.
SUPERVISORY FINANCIAL SPECIALIST
Eastover, SC · On-site
$89K/yr
THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION for a SUPERVISORY FINANCIAL SPECIALIST, Position Description Number D2392000 and is part of the 169 FW, South Carolina Air National Guard.
Seeking an experienced Business Analyst to support financial operations, business process analysis, and system enhancement initiatives within a large state government financial environment. The ...
Seeking an experienced Business Analyst to support financial operations, business process analysis, and system enhancement initiatives within a large state government financial environment. The ...
Oracle Cloud Finance Consultant - Senior Manager
Columbia, SC · On-site
$124K - $280K/yr
... financial budgeting, forecasting, and risk management using Oracle technologies - Building and maintaining relationships with stakeholders to anticipate needs and propose innovative solutions ...
Oracle Cloud Finance Consultant - Senior Manager
Columbia, SC · On-site
$124K - $280K/yr
... financial budgeting, forecasting, and risk management using Oracle technologies - Building and maintaining relationships with stakeholders to anticipate needs and propose innovative solutions ...
Senior Finance AI & Automation Developer
Sumter, SC · On-site +1
$95K - $142K/yr
Job Purpose The Senior Finance AI & Automation Developer's primary responsibilities are to design, build, & deploy automation and AI-driven solutions across Finance processes. These projects will ...
Senior Finance AI & Automation Developer
Sumter, SC · On-site +1
$95K - $142K/yr
Job Purpose The Senior Finance AI & Automation Developer's primary responsibilities are to design, build, & deploy automation and AI-driven solutions across Finance processes. These projects will ...
FP&A Manager - AI Trainer
Columbia, SC · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
Quick apply
FP&A Manager - AI Trainer
Columbia, SC · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Span...
Columbia, SC · Hybrid
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Span...
Columbia, SC · Hybrid
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Director, Finance
Columbia, SC · On-site
Financial Planning and Strategy * Develop and execute the company financial planning process in alignment with business priorities, lender expectations, ownership requirements, and operating needs.
Director, Finance
Columbia, SC · On-site
Financial Planning and Strategy * Develop and execute the company financial planning process in alignment with business priorities, lender expectations, ownership requirements, and operating needs.
Job Summary We are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial ...
Job Summary We are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial ...
Personal Financial Counselor; Columbia, SC
Columbia, SC · On-site
$58K - $93K/yr
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military ...
Personal Financial Counselor; Columbia, SC
Columbia, SC · On-site
$58K - $93K/yr
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military ...
Financial information
See Sumter, SC salary details
$28.1K - $34.8K
6% of jobs
$39.8K is the 25th percentile. Wages below this are outliers.
$34.8K - $41.6K
25% of jobs
$41.6K - $48.3K
13% of jobs
The median wage is $54.5K / yr.
$48.3K - $55.1K
6% of jobs
$55.1K - $61.9K
4% of jobs
$61.9K - $68.6K
12% of jobs
$68.6K - $75.4K
6% of jobs
$77.9K is the 75th percentile. Wages above this are outliers.
$75.4K - $82.1K
6% of jobs
$82.1K - $88.9K
8% of jobs
$88.9K - $95.7K
7% of jobs
$95.7K - $102.4K
5% of jobs
$28.1K
$63.8K
$102.4K
How much do financial jobs pay per year?
What is a financial professional?
What are some common challenges faced by professionals in financial roles, and how can they be addressed?
What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?
What is the difference between Financial vs Bookkeeper?
| Aspect | Financial | Bookkeeper |
|---|---|---|
| Certifications | Often requires CPA, CFA, or similar | Typically no formal certifications required |
| Work Environment | Corporate finance departments, accounting firms | Small businesses, accounting offices |
| Primary Responsibilities | Financial analysis, planning, reporting | Recording transactions, maintaining ledgers |
| Employer & Industry Usage | Finance departments, investment firms | Small to medium businesses, accounting services |
Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.
What types of careers are in finance?
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Full-time
Retirement, PTO
Re-posted 22 days ago
Bank Of America rating
8.2
Based on 529 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
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) {+ 22 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.What Bank Of America employees say
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Benefits
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US