Merrill Financial Solutions Advisor

2 weeks ago


Brea, California, United States Bank of America Full time
Job Description:

Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for building and maintaining relationships with existing clients, as well as identifying and acquiring new business opportunities. Your expertise in investment advisory services, coupled with your ability to communicate effectively with clients, will be essential in driving growth and revenue for our organization.

Key Responsibilities:
  1. Develop and implement comprehensive financial plans for high-net-worth clients, taking into account their unique needs and goals.
  2. Build and maintain strong relationships with existing clients, fostering trust and confidence through regular communication and ongoing support.
  3. Identify and pursue new business opportunities, leveraging your network and expertise to drive growth and revenue.
  4. Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
What We Offer:
  • A competitive salary and incentives program, reflecting your performance and contributions to our organization.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.
  • A comprehensive benefits package, including health, dental, and vision coverage, as well as retirement savings and other perks.


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