Financial Advisor

We are currently looking for individuals to train as Financial Advisors for our Pittsford, NY office.  We are seeking motivated individuals looking to build a book of business through hard work and determination. We offer competitive compensation and benefits programs.

As a Merrill Lynch Financial Advisor, you will provide sophisticated financial solutions to high-net-worth individuals and families, as well as small- to mid-sized businesses. You will guide your clients' decision making as they deploy considerable assets among a variety of financial instruments.

In addition to fixed income and equity investing, the products and services offered in our wealth management portfolio include retirement and estate planning, tax strategies, mutual fund and managed money investments, philanthropic vehicles, mortgages, employee benefits for businesses, 401(k) plans, and banking and lending services. You are encouraged to develop long-term financial advisory relationships with those who seek counsel for every aspect of their financial lives.

As a Financial Advisor you will be required to perform the following tasks:

·         The Financial Advisor position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling.

·         Financial Advisors listen to their clients' life goals and objectives and leverage the power of Merrill Lynch to develop financial plans that help them get there.

·         They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.

·         Initial training experiences will give you a foundation of financial planning skills and prepare you for the Series 7 General Securities Exam.

Company Benefits

·         Medical Coverage

·         Dental Coverage

·         Managed prescription drug coverage

·         401(k) savings and investment plan and retirement program

We offer a generous base salary plus cash and stock incentives as you build your business. In addition, you will participate in our industry leading compensation program.

Minimum Requirements

·         The ideal candidate has 5 or more years of stable and progressively more responsible experience as a sales professional, attorney, financial planner, or banker developing business and establishing long-term relationships with affluent clients.  However, all qualified candidates will be considered.

·         A bachelor's degree in a business related discipline is strongly preferred, but not required; a masters degree, MBA, JD, CPA, CFP, CIMA,CFA or other related professional certification is a plus. 

·         Executive presence, extraordinary interpersonal skills, a strong team orientation, and resiliency.

·         Positive thinking, self-starter with a track record of high achievement in everything you do

·         Merrill Lynch Financial Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations