We are partnering with Merrill Wealth Management on an opportunity for an established, growth-minded Financial Advisor in central Illinois or Iowa. Here are a few of the extraordinary advantages of being on the Merrill team. Contact me to find out more and decide whether Merrill might be right for your business and your future.
Qualifications
•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 $75MM AUM and $1MM in trailing 12 months production.
Responsibilities: Answer, screen, and direct incoming phone calls and messages. Greet and welcome clients, ensuring a positive first impression. Order lunches daily for the office Manage calendar by coordinating appointments between client, advisor and...
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