FSA develops new investment business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review investment goals. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in ongoing training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage therefore the FSA must have a general ...
Bank of America - 30+ days ago
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