Merrill Financial Solutions Advisor
4 weeks ago
Merrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.
Key Responsibilities- Leverage technology to achieve business growth goals
- Profile activities to determine a client's investor profile and financial resource objectives
- Build a sustainable book of business
- Provide opportunities for advisors to pursue a career within the bank
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
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