- Bank of America (Providence, RI)
- …leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management ... wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill 's Financial… more
- Bank of America (Providence, RI)
- Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence, Rhode Island;Worcester, Massachusetts **Job Description:** At Bank of America, we ... best suited for their financial needs, such as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their… more
- Bank of America (Lincoln, RI)
- Life Services Financial Services ...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. ... goals. This role will be a part of the Life Services team, which focuses on guiding...to specialist and sales teams * Focuses daily on service to sales with existing Merrill clients… more
- Bank of America (Lincoln, RI)
- …expectations to create a smooth transition and continuation of the Bank of America/ Merrill relationship . As a **National Financial Solutions Advisor (NFSA I)** , ... expectations to create a smooth transition and continuation of the Bank of America/ Merrill relationship . Once you have demonstrated success, you will have the… more
- Bank of America (Lincoln, RI)
- …goals in a virtual environment. Advanced Client Solutions Specialists balance service requests and sales opportunities, are experts on financial solutions, probe ... to understand life and financial goals, and pair new solutions and services to meet client needs. An Advanced Client Solutions Specialist (responsibilities) *… more