Bank of America - Lakeside Park, KY
posted 4 months ago
The Merrill Financial Solutions Advisor (MFSA) role is designed for individuals who will work with high-net-worth clients, helping them identify their financial needs and develop tailored investment strategies. This position emphasizes building relationships, leveraging technology for business growth, and preparing investment recommendations that align with clients' goals. The MFSA will also participate in a structured development program to enhance their skills and advance their career within Merrill Wealth Management.