Merrill Team Financial Advisor jobs in Florida

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MERRILL TEAM FINANCIAL ADVISOR

Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate servi...

CompanyBank Of America
AddressCoral Gables, FL
CategoryAccounting/Finance
Salary$77.3K - $97.9K a year
Job typeFull-time
Date Posted a month ago See detail

Merrill Team Financial Advisor

Bank Of America

Coral Gables, FL

$77.3K - $97.9K a year

Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate servi...

Merrill Financial Solutions Advisor-Greater Ft. Lauderdale Market

Bank Of America

Plantation, FL

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited fo...