Handles inbound inquiries from leads regarding Merrill offering.
Positions the extensive capabilities of Merrill and Bank of America.
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
Documents all client interactions and opportunities within Salesforce accurately.

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Minimum of one year 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.
Proven ability to engage with and influence others.
Exceptional interpersonal and relationship building skills.
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility.
Proven ability to assess needs of and recommend appropriate solutions/interventions.
Proven ability to work collaboratively on a team and with key partners.
Proven ability to listen and probe for clarity and understanding.
Goal and results oriented.
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
Ability to work in an environment where the majority of your compensation is tied to your performance.
Strong follow-through skills.
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Financial Advisor

Key skills