Merrill Lynch Team Financial Advisor Program (Business Management) - Cupertino, CA - Bank of America - San Jose, CA
Merrill Lynch Wealth Administration is a number one supplier of complete wealth management and funding services for people and companies. With 14,085 Financial Advisors and $2 trillion in shopper balances as of December 31, 2014, Merrill Lynch is among the many largest companies of our sort on the earth. Merrill Lynch Wealth Administration focuses on objectives-based mostly wealth management, together with planning for retirement, schooling, legacy, and different life objectives by way of funding and wealth management. We assist shoppers pursue the life they envision by means of a one-on-one relationship with a monetary advisor dedicated to their wants — an advisor with entry to the funding insights of Merrill Lynch and the banking comfort of Bank of America. Merrill Lynch Wealth Administration is a component of Bank of America Company. The Team Financial Advisor (TFA) position is a selected useful position aligned to a Financial Advisor (FA) staff for the aim of concentrating on a focused facet of the Team’s enterprise. The first focus of the TFA Enterprise Administration position is to make sure the FA group has an outlined marketing strategy together with group roles and obligations and to trace to the objectives within the plan. The TFA Enterprise Supervisor will personal, handle and monitor to the elements of the staff’s shopper segmentation and pricing mannequin. The TFA Enterprise Supervisor might want to apply future business developments and agency technique to the staff’s apply. Key Obligations
Qualifications:
NOTE: Along with Enterprise Administration, this place could also be thought-about for each the Planning and Funding and Financing roles Best candidate could have:
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Bank of America Company is a bank holding firm. Via its banking subsidiaries (the Banks) and numerous non-banking subsidiaries…
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