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Merrill Advisor Development Program","description":"Responsibilities\n\nHandles inbound inquiries from leads regarding Merrill offerings\n\nPositions the extensive capabilities of Merrill and Bank of America\n\nCollects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate\n\nServes as interim Financial Advisor, providing recommendation of investment products and services\n\nDocuments all client interactions and opportunities within Salesforce accurately\n\nRequirements\n\nCurrently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses\n\nMinimum of one year experience working in the financial service industry and/or a sales environment\n\nMinimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services\n\nProven ability to engage with and influence others\n\nExceptional interpersonal and relationship building skills\n\nEffective communication skills (written and verbal) - 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