[Remote] Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Merrill Lynch is seeking experienced Financial Advisors to join its teams. The role provides personalized investment solutions, supports client financial planning, cultivates client relationships, and prepares and verifies financial plans for accuracy.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

• Bachelor's degree in Finance or related field
• Series 7 or 66, Active
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Florida, Georgia, South Carolina, North Carolina, Illinois, Indiana, Missouri, Michigan, California, but open to further geographic areas

Benefits

• Up-front bonus
• Financial kickers each year

Company Overview

Merrill Lynch provides brokerage and investment advisory services for individuals and institutions. It was founded in 1914, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.ml.com.

Company H1B Sponsorship

Merrill Lynch has a track record of offering H1B sponsorships, with 23 in 2026, 48 in 2025, 39 in 2024, 82 in 2023, 71 in 2022, 76 in 2021, 130 in 2020. Please note that this does not guarantee sponsorship for this specific role.