About this role

Handle inbound inquiries from leads regarding Merrill offerings
Position the extensive capabilities of Merrill and Bank of America
Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serve 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
Document 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)
Goal and results oriented
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Financial Advisor

Key skills