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Join Merrill's Advisor Development Program to build a book of high-net-worth clients, deliver investment recommendations, source prospects, perform KYC and account openings, document interactions in Salesforce, meet performance targets, and complete required training and SAFE Act registration. Collaborate with Merrill teams and leverage Bank of America solutions to grow client relationships and portfolios.

Develop client relationships with high-net-worth individuals, source prospects, recommend suitable investment products, manage accounts, document interactions in Salesforce, meet performance goals, and complete mandated training and continuing education while collaborating with Merrill teams and specialists.