BofA’s Northwest region has hired more than 80 new advisors to serve their “preferred” customers with investable assets of between $50,000 and $250,000.
The FSAs will provide guidance and solutions to help customers manage their banking and investment needs. Headcount of these regional advisors is about 120 and the company said it’s still on track to almost double its advisor ranks to more than 1,000 by year’s end.
Linda Shelby, West Coast Division executive told Larry Barrett of OnWallStreet
Preferred customers have a unique set of financial needs that often go beyond the typical retail offering. By placing more Merrill Edge FSAs in banking centers throughout the country, we are better equipped to serve them, giving them the benefit of personal attention from a specialist.
For more information on Merrill Edge opportunities, contact our recruiters at Willis-Consulting, Inc.