Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Bank of America is a leading provider of comprehensive wealth management and investment products. The Financial Advisor role in the Merrill Advisor Development Program involves working with high-net worth individuals to identify needs, develop relationships, and deliver comprehensive recommendations that align with client goals.

Responsibilities:

• 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