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 ...
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 ...
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 ...
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 ...
The Senior Financial Planner is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to ...
The Senior Financial Planner is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to ...
Merrill Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market
Atlanta, GA · Hybrid
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 Advisor Development Program - Financial Advisor: Atlanta Buckhead & Associates Market
Atlanta, GA · Hybrid
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 ...
Associate Wealth Advisor
Atlanta, GA · On-site
The Senior Financial Planner is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to ...
Associate Wealth Advisor
Atlanta, GA · On-site
The Senior Financial Planner is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to ...
Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market
Saint Simons Island, GA · Hybrid
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 Advisor Development Program - Financial Advisor: Southeast Coastal Market
Saint Simons Island, GA · Hybrid
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 ...
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 ...
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 Advisor Development Program - Financial Advisor: Southeast Coastal Market
Savannah, GA · Hybrid
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 Advisor Development Program - Financial Advisor: Southeast Coastal Market
Savannah, GA · Hybrid
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 ...
Financial Advisor - Capital City Bank - More than your bank. Your banker. Full Time - M-F 40 hours ... All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access ...
Financial Advisor - Capital City Bank - More than your bank. Your banker. Full Time - M-F 40 hours ... All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access ...
Financial Advisor - Capital City Bank - More than your bank. Your banker. Full Time - M-F 40 hours ... All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access ...
Financial Advisor - Capital City Bank - More than your bank. Your banker. Full Time - M-F 40 hours ... All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access ...
Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market
Macon, GA · Hybrid
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 Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market
Macon, GA · Hybrid
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 ...
The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...
The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...
Associate Wealth Advisor
Atlanta, GA · On-site
The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...
Associate Wealth Advisor
Atlanta, GA · On-site
The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Greensboro, GA · Hybrid
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 ...
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Greensboro, GA · Hybrid
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 ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand ... This role is designed for someone who excels at simplifying complex financial information, helping ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand ... This role is designed for someone who excels at simplifying complex financial information, helping ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand ... This role is designed for someone who excels at simplifying complex financial information, helping ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand ... This role is designed for someone who excels at simplifying complex financial information, helping ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Stifel Financial Advisor Associate information
What is a Stifel Financial Advisor Associate?
Stifel Financial Advisor Associates are entry-level professionals who support senior financial advisors in delivering investment and wealth management services to clients. They assist with client account management, research investment opportunities, prepare financial plans, and help ensure clients' needs are met. The role is often a stepping stone to becoming a full-fledged financial advisor, offering hands-on experience and training in the financial services industry. Associates at Stifel benefit from the firm's comprehensive development programs and have opportunities for career advancement within the company.
What are the key skills and qualifications needed to thrive as a Stifel Financial Advisor Associate?
To thrive as a Stifel Financial Advisor Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field and Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, portfolio analysis tools, and compliance platforms is typically required. Strong interpersonal skills, attention to detail, and effective communication help build trust with clients and support team collaboration. These skills and qualifications are essential for providing sound financial advice, achieving business development goals, and ensuring regulatory compliance.
What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?
Stifel Financial Advisor Associates often face the challenge of building a client base and establishing trust with new clients during their first year. Navigating compliance requirements and staying updated on financial regulations can also be demanding. Proactively seeking mentorship from experienced advisors, participating in Stifel’s training programs, and leveraging available resources can help overcome these hurdles. Collaborating closely with team members and maintaining strong communication with clients are key strategies for success in this role.
What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?
| Aspect | Stifel Financial Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66/63, and other licenses; relevant education | Series 7, 66/63, and often CFP or other certifications |
| Work Environment | Supportive team within a brokerage firm, client-facing | Client-focused, providing personalized financial planning and investment advice |
| Employer & Industry Usage | Used within brokerage firms like Stifel, financial services industry | Used across banks, independent firms, and wealth management companies |
The Stifel Financial Advisor Associate typically supports senior advisors, gaining experience and licensing credentials, while a Financial Advisor directly manages client portfolios and provides comprehensive financial planning. Both roles require similar licenses and work in client-facing environments, but their responsibilities and career progression differ.
What are popular job titles related to Stifel Financial Advisor Associate jobs in Georgia?
For Stifel Financial Advisor Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Georgia look for?
The top searched job categories for Stifel Financial Advisor Associate jobs in Georgia are:
What cities in Georgia are hiring for Stifel Financial Advisor Associate jobs?
Cities in Georgia with the most Stifel Financial Advisor Associate job openings:
Full-time
Retirement, PTO
Re-posted 19 days ago
Bank Of America rating
8.2
Based on 528 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
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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
Year founded
1998