Investment Associate (FP) - Plantation, FL
Bank Of America - Plantation, FL

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Supports a Financial Advisor or Financial Advisor Team to further develop and service their client base by providing sales and marketing support in a consulting role. Develop and service certain or pre-identified client segments of an FA or FA Team client base (such as, related accounts, accounts with smaller asset bases, emerging investor accounts, etc&). For example, accounts with assets less than $250,000 may be the principal responsibility of the Investment Associate. Fully paid by the FA

Qualifications Industry Length of Service: 5 years, if currently not a Merrill Lynch Financial Advisor. Currently holds either Series 7 and 66 licenses or Series 7, 63, and 65 licenses, all state licenses in support of FA or FA Team's client base, and all product licenses in support of FA or FA Team's client base. Possesses ability to collaborate and work in a team. Has ability to actively prospect for business against stated goals, gather assets, provide financial planning support, and make appropriate investment recommendations.

Bank of America - 17 months ago - save job
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Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries...