and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads... stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...
Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue.... As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill...