Bank of America

Financial Planning and Analysis

• Handles inbound inquiries from leads regarding Merrill offerings
• 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

Financial Advisor

Product Manager

• Responsible for maximizing the value for one or more products
• Work with stakeholders to understand their needs and align priorities
• Ensure delivery of products that meet client expectations, including features, security, availability, resiliency, timelines, and costs
• Own and define the vision, strategy, and multi-year roadmap for the Data Transport product
• Communicate the program vision and roadmap to stakeholders, product owners, and teams

Data Transport Product Manager

• Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions
• Analyzes client's financial performance by comparing it to past performance, projections, and industry standards
• Evaluates transaction and relationship risk-adjusted profitability to facilitate the allocation of capital
• Builds projection models based on historical performance, industry forecasts, and other due diligence findings
• Conducts due diligence with clients

Credit Analyst II – Leveraged Finance, Acquisition Financing

• This job is responsible for managing a financial center and its employees on a day-to-day basis
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve their financial goals
• Job expectations include ensuring operational excellence and cohesive effectiveness.

Financial Center Manager – Bilingual Spanish

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Financial Solutions Advisor

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Los Angeles Market

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

• working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• developing a book of business in order to meet and exceed established performance hurdles
• effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• recommending investment products and services that are suitable for prospects
• balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both day-to-day and longer-term planning
• organizing and managing resources (time, people, budget) to run a productive practice
• completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Greater Alabama Market

Account Manager

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
• Performs basic research, follow-up and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution.

Account Management Operations Representative

• Manage a financial center and its employees on a day-to-day basis
• Develop talent, including proactive sourcing of candidates
• Drive operational excellence by engaging employees on business strategy
• Ensure operational excellence and cohesive effectiveness

Financial Advisor

Data Transport Product Manager

Credit Analyst II – Leveraged Finance, Acquisition Financing

Financial Center Manager – Bilingual Spanish

Financial Advisor – Merrill Advisor Development Program

Financial Solutions Advisor

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Merrill Advisor Development Program

Financial Advisor

Financial Advisor – Los Angeles Market

Financial Solutions Advisor

Financial Advisor – Greater Alabama Market

Account Management Operations Representative

Financial Center Manager

Financial Advisor – Valley Coast Market