Merrill Advisor Development Program - Financial Advisor: Western Pennsylvania Market

Bank of America is a leading provider of wealth management and investment products. As a Merrill Advisor Development Program - Financial Advisor, you will work with high-net worth individuals to identify their needs, develop relationships, and deliver tailored financial recommendations while collaborating with experienced Financial Advisor Teams.

Responsibilities:

• Handles inbound inquiries from leads regarding Merrill offerings
• 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