Merrill Financial Solutions Advisor

2 hours ago


Ocean City, Maryland, United States Bank of America Full time
About the Role

This is a unique opportunity to work with high-net worth clients in a Merrill branch, identifying their needs and developing relationships to provide tailored investment recommendations.

Key Responsibilities
  • Leverage technology to achieve business growth goals and profile activities to determine a client's investor profile and financial resource objectives.
  • Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank.
  • Participate in on-going training focused on developing a book of business to meet and exceed pre-defined financial targets.
Requirements
  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management
Benefits

This role is eligible to participate in a formulaic incentive plan and is currently benefits eligible. 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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