Bank of America Coronavirus Resource Center See details. 8:15 a.m. We even made a call together to a third company she realized her husband had stock in as well — they were able to provide clarity on where the stock is located, how much, et cetera — which brought her some peace of mind. As a Merrill Financial Advisor, you can look forward to. It is surprising how many calls and emails can come in while you are simply in an hourlong client appointment. But the hardest meetings — like helping a client sort through finances following the death of a loved one — are the most memorable. But she saw opportunity to break the mold by bringing a fresh perspective and the energy and enthusiasm to help people make sense of complex topics, she says. As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. NerdWallet does not and cannot guarantee the accuracy or applicability of any information in regard to your individual circumstances. All financial products, shopping products and services are presented without warranty. When evaluating offers, please review the financial institution’s Terms and Conditions. However, this does not influence our evaluations. Merrill Lynch financial advisors notched a record 17,625 client relationships for the first quarter, boosting gross new household acquisition by 41% year-over-year, according to the company. It was really important to me to have a career that made a difference in some way.”. NerdWallet strives to keep its information accurate and up to date. Managed Account Advisors LLC . This particular meeting involved preparing paperwork for a transfer of common stock holdings from one individual’s name to another after the spouse passed away. This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. Travel to next location and set up for 3 p.m. meeting with a new prospect. It is surprising how many calls and emails can come in while you are simply in an hourlong client appointment. This happens throughout the day, all day. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward — and free. A financial advisor's job is to help clients make the most of their money. Find and learn more about a financial advisor near you from the Merrill Lynch Wealth Management Branch Office in Oxnard, CA 93036. Currently an investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have gathered 13 years of professional experience. Anna-Louise Jackson is a former investing and retirement writer for NerdWallet. A financial plan is a document containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals. This Brochure provides information about the … 7:45 a.m. Travel to first location and get set up. www.ml.com . When factoring in bonuses and additional compensation, a Financial Advisor at Merrill Lynch can expect to make an average total pay of $64,307 . Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career. Merrill Lynch INVESTMENT ADVISORY PROGRAM WRAP FEE PROGRAM BROCHURE Please retain for your records . Prepare for 10 a.m. meeting. Your responsibilities are, but not limited to: Paraplanning is defined as the administrative duties of a financial planner. The Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill. Merrill Lynch Financial Advisor Development Program. Photo of Jordan Sowhangar courtesy of Jordan Sowhangar. Fortunately, both Bank of America and Merrill Lynch management saw the light. As is usually the case on most days, lunch is eaten at my desk while completing these service items. This call is conducted every Tuesday morning by members of our investment team committee/chief investment officer. Here's what to expect. While she loves the flexibility her role affords, it also means workdays often aren’t confined to the standard working hours — or an office. Our partners cannot pay us to guarantee favorable reviews of their products or services. Find and learn more about a financial advisor near you from the Merrill Lynch Wealth Management Branch Office in Atlanta, GA 30326. And she hasn’t looked back. What Is a Financial Advisor, and What Do They Do? The goal is to review market performance from the previous week and discuss any major headlines and/or changes to our portfolios. 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