Merrill Advisor Development Program - Financial Advisor

The Merrill Advisor Development Program - Financial Advisor role focuses on building a book of business by identifying client needs, developing relationships, and delivering comprehensive financial recommendations to high-net-worth individuals. This position involves collaborating with advisory teams, sourcing prospective clients, and recommending suitable investment products and services aligned with client goals. The role requires managing client accounts, documenting interactions, and leveraging Bank of America and Merrill resources to provide end-to-end financial advice.