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Wealth Management Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Montana data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$109,068 / year median in Montana
+3% projected growth
Job Description
Company Description Merrill, founded in 1914, is one of the largest wealth management businesses globally and a key part of Bank of America's Global Wealth & Investment Management division. Merrill financial advisors combine deep financial expertise with a strong commitment to understanding clients' individual goals and priorities. They leverage Merrill's investment insights and Bank of America's banking capabilities to create tailored strategies across many aspects of clients' financial lives. Advisory services extend beyond investment management to include college savings strategies, retirement
Benefits
- Dental Insurance