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United States
State
Quincy
4 jobs found
10.06.2025
BOA
Bank Of America Merrill Team Financial Advisor United States, Illinois, Quincy
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences. Provides day-to-day team...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
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