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This role provides client service support to Financial Advisors, ensuring client needs are promptly addressed while promoting bank offerings and operational excellence.

Develop and grow a book of business by sourcing prospects, building client relationships, conducting KYC, recommending suitable investment products, and collaborating with Merrill teams. Serve as interim Financial Advisor, document interactions in Salesforce, meet performance goals, complete mandated training, and balance client servicing with prospecting and compliance requirements.

Join Merrill's Advisor Development Program to build a book of business, prospect and service high-net-worth clients, recommend suitable investments, collaborate with advisor teams, complete mandated training, and document client interactions in Salesforce while balancing growth, compliance, and client relationship management.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, document interactions in Salesforce, meet performance targets, complete required training and SAFE Act registration, and collaborate with Merrill and Bank of America specialists to grow a book of business.

Develop client relationships with high-net-worth individuals, source prospects, recommend suitable investment solutions, manage client accounts, meet performance targets, collaborate with specialists and mentor teams, complete training and document interactions in Salesforce.

Join Merrill's Advisor Development Program to build a book of business, source and advise high-net-worth clients, recommend suitable investment solutions, collaborate with specialists and advisor teams, complete training, and document client interactions in Salesforce while meeting performance goals.

Join Merrill's Advisor Development Program to build a book of business, source and onboard clients, recommend suitable investment products, collaborate with Merrill teams, complete mandated training, and document client interactions. Role emphasizes prospecting, relationship-building, goal attainment, and adherence to KYC and compliance requirements.

Develop client relationships with high-net-worth individuals, assess financial goals, recommend suitable investment products, build a book of business through prospecting and referrals, collaborate with Merrill teams, complete mandated training, and document client interactions in Salesforce.

Originates residential mortgage and HELOC loans for financial center clients, provides consultative lending advice, manages application process and documentation, refers clients to bank partners, and balances sales, risk, and client service.

Join Merrill's Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend investment solutions, collaborate with specialists and advisor teams, complete required training and compliance (including SAFE Act registration), and document client interactions in Salesforce while pursuing performance-based incentives.