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Most recent job postings at Merrill Edge
via JobzMall
schedule_type: Full-time
The WMFC associates are required to have a broad knowledge of the financial industry and an understanding of our service model and technology. Associates are required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill requests. Handle incoming client... and branch office calls utilizing professional telephone
The WMFC associates are required to have a broad knowledge of the financial industry and an understanding of our service model and technology. Associates are required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill requests. Handle incoming client... and branch office calls utilizing professional telephone and problem solving skills. Assist clients and internal partners with banking claim inquires, initiation, and updates. Minimize fraud and financial loss by blocking and reissuing client material ( i.e. cards, checks). Consistently meet or exceed expectations for performance metrics and quality standards.
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via JobzMall
schedule_type: Full-time
As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. Effectively educate, promote and guide clients through... our online and mobile self-service capabilities at
As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. Effectively educate, promote and guide clients through... our online and mobile self-service capabilities at every opportunity. Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call. Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risks. Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.).
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via Mogul
schedule_type: Full-time
Job Description:
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We’re looking for the next generation of financial advisors—those with a passion... for people and drive to make clients’ financial
Job Description:
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We’re looking for the next generation of financial advisors—those with a passion... for people and drive to make clients’ financial lives better. Going beyond portfolios and investment strategies, you’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
The Advisor Development Program will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal entry point for experienced advisors looking to grow in a world-class organization. At this stage, you’ll fully immerse yourself in the financial lives of our clients, while building strong relationships across Bank of America. As your career grows, you’ll be exposed to new and exciting products, platforms and tools to help you serve your clients and deliver exceptional care.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours!
• Build connections to grow your network and business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike. You’ll also tap into a range of experts, from mortgage lenders to investment analysts.
• Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals.
• Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill Lynch to meet their financial needs.
As an advisor, you can look forward to
• Unlimited potential for professional growth.
• A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field.
• Robust marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Leadership opportunities, including leading client and conference seminars and mentoring junior associates.
You’re a person who (required skills)
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
You’ll be better prepared if you have (desired skills)
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We’re looking for the next generation of financial advisors—those with a passion... for people and drive to make clients’ financial lives better. Going beyond portfolios and investment strategies, you’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
The Advisor Development Program will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we’ll equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal entry point for experienced advisors looking to grow in a world-class organization. At this stage, you’ll fully immerse yourself in the financial lives of our clients, while building strong relationships across Bank of America. As your career grows, you’ll be exposed to new and exciting products, platforms and tools to help you serve your clients and deliver exceptional care.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you
• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours!
• Build connections to grow your network and business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike. You’ll also tap into a range of experts, from mortgage lenders to investment analysts.
• Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals.
• Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill Lynch to meet their financial needs.
As an advisor, you can look forward to
• Unlimited potential for professional growth.
• A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field.
• Robust marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Leadership opportunities, including leading client and conference seminars and mentoring junior associates.
You’re a person who (required skills)
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
You’ll be better prepared if you have (desired skills)
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
via JobzMall
schedule_type: Full-time
Promotes growth and acquisition through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with portfolio managers, product specialists and/or relevant team members to coordinate all sales and service activities. Act as a primary point of contact to clients seeking a personalized high-touch relationship... Document client interactions and provide team with
Promotes growth and acquisition through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with portfolio managers, product specialists and/or relevant team members to coordinate all sales and service activities. Act as a primary point of contact to clients seeking a personalized high-touch relationship... Document client interactions and provide team with time sensitive update. Develop, monitor, and execute on team service model. Conduct introductory client meetings. Engage FAs, specialists/partners to address client's needs Serve as lead owner and relationship manager for a group of clients. Identify and own the process for client review meetings.
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via Mogul
posted_at: 9 days agoschedule_type: Full-time
Job Description:
Financial Services Representative...
If you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding
Job Description:
Financial Services Representative...
If you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding them to Bank of America solutions based on their needs and life priorities. Our program includes best in class training, hands on practice, personalized coaching and opportunity to have time to study for your Security Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success you will have the opportunity to advance in many roles within Merrill Edge, Bank of America, U.S. Trust and Merrill Lynch.
This is a high-touch phone-based role working with Merrill Edge investment clients – and at Bank of America and Merrill Edge, our clients are at the heart of everything we do. You will take inbound client calls to solve for both current and future account and financial needs. Your primary responsibility will be to act as a client advocate, answering detailed questions and, educating clients about additional value-added opportunities for their relationships by referring them to specialists across Bank of America and Merrill Edge. At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients’ financial lives by offering access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. Merrill Edge is made up of talented individuals who share a collective drive to succeed.
We’ll help you!
When you join the team, you’ll be immersed in a culture where growth and career advancement are a priority. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job.
Our program will enable you to:
• Develop the knowledge and skills you need to deliver world-class client care during two dedicated months of training
• Receive Direct Coaching and Support from Academy managers fully dedicated to your development
• Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and on-site leaders
• Continuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship Management
As a Financial Services Representative, you can look forward to:
• Become a licensed registered representative able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders
• The opportunity to jumpstart your career in a well-compensated, highly collaborative environment
• Grow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of America
• The potential for career advancement and mobility
• Robust marketing strategies to reach wider audiences with greater appeal
You’re a person that (required skills):
• Client-focused with a passion for excellence and positive team attitude
• Highly self-motivated and goal-oriented to succeed in an intense performance-based environment
• Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Excellent and effective communicator with an aptitude for sales and relationship management
• Have strong computer skills with ability to multitask in a fast-paced inbound contact center environment
• Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
• Eager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Ambitious, disciplined, hardworking, resilient and willing to learn
You’ll be better prepared if you have (desired skills):
• 1-2 years of experience in a performance based environment and/or college degree preferred
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses
• Possess leadership capabilities
We’re a culture that:
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
Financial Services Representative...
If you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding them to Bank of America solutions based on their needs and life priorities. Our program includes best in class training, hands on practice, personalized coaching and opportunity to have time to study for your Security Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success you will have the opportunity to advance in many roles within Merrill Edge, Bank of America, U.S. Trust and Merrill Lynch.
This is a high-touch phone-based role working with Merrill Edge investment clients – and at Bank of America and Merrill Edge, our clients are at the heart of everything we do. You will take inbound client calls to solve for both current and future account and financial needs. Your primary responsibility will be to act as a client advocate, answering detailed questions and, educating clients about additional value-added opportunities for their relationships by referring them to specialists across Bank of America and Merrill Edge. At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients’ financial lives by offering access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. Merrill Edge is made up of talented individuals who share a collective drive to succeed.
We’ll help you!
When you join the team, you’ll be immersed in a culture where growth and career advancement are a priority. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job.
Our program will enable you to:
• Develop the knowledge and skills you need to deliver world-class client care during two dedicated months of training
• Receive Direct Coaching and Support from Academy managers fully dedicated to your development
• Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and on-site leaders
• Continuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship Management
As a Financial Services Representative, you can look forward to:
• Become a licensed registered representative able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders
• The opportunity to jumpstart your career in a well-compensated, highly collaborative environment
• Grow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of America
• The potential for career advancement and mobility
• Robust marketing strategies to reach wider audiences with greater appeal
You’re a person that (required skills):
• Client-focused with a passion for excellence and positive team attitude
• Highly self-motivated and goal-oriented to succeed in an intense performance-based environment
• Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Excellent and effective communicator with an aptitude for sales and relationship management
• Have strong computer skills with ability to multitask in a fast-paced inbound contact center environment
• Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
• Eager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Ambitious, disciplined, hardworking, resilient and willing to learn
You’ll be better prepared if you have (desired skills):
• 1-2 years of experience in a performance based environment and/or college degree preferred
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses
• Possess leadership capabilities
We’re a culture that:
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
via JobzMall
schedule_type: Full-time
The Producing Sales Manager (PSM) performs a dual role, serving as both a Financial Advisor and a Business Support Manager. Lead, drive and manage business results within a MLWM branch office in addition to the responsibilities of running and supporting overall development of a wealth management practice. Coach and manage Financial Advisors (FA) including training/education for new and existing... FAs. Supports management to develop, execute and achieve
The Producing Sales Manager (PSM) performs a dual role, serving as both a Financial Advisor and a Business Support Manager. Lead, drive and manage business results within a MLWM branch office in addition to the responsibilities of running and supporting overall development of a wealth management practice. Coach and manage Financial Advisors (FA) including training/education for new and existing... FAs. Supports management to develop, execute and achieve the business goals for the complex. Requires a thorough knowledge of the business unit’s functional area and products, as well as knowledge of general policies, programs and procedures and financial/accounting practices. Builds partnerships and connects with others across the organization to achieve sustainable results through effective communication.
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via JobzMall
schedule_type: Full-time
As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for providing clients with clear information and specific details on their retirement and benefit plans. Error-free processing of financial transactions including stock, money market and mutual fund trades. Navigating through multiple applications, systems, tools and resources... to clearly articulate complete and accurate information
As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for providing clients with clear information and specific details on their retirement and benefit plans. Error-free processing of financial transactions including stock, money market and mutual fund trades. Navigating through multiple applications, systems, tools and resources... to clearly articulate complete and accurate information to clients’ questions and inquiries. Proactively identifying and escalating risks and seeking opportunities to improve the customer experience.
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via JobzMall
schedule_type: Full-time
He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Identify and own the client on boarding... process. Document client interactions and provide
He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Identify and own the client on boarding... process. Document client interactions and provide team with time sensitive updates. Execute on team service model. Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy. Engage specialists/partners to address client's needs. Identify and own the client off boarding process.
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics Show more details...
via ZipRecruiter
schedule_type: Full-time
Job Description
Job description...
Financial Solutions Advisor II
At Client, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we're looking to provide care and guidance for our clients when they need us most – whether they're just starting
Job Description
Job description...
Financial Solutions Advisor II
At Client, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we're looking to provide care and guidance for our clients when they need us most – whether they're just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we're looking for the next generation of financial advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.
If you are passionate about helping clients reach their financial goals, join Client's Advisor Development Program and become a financial solutions advisor in one of over 4,000 financial center locations nationwide. The financial center financial solutions advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.
From day one, you'll receive training from our award-winning Academy at Client. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Client, Brokerage Edge, Brokerage and U.S. Trust. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
• Build a successful career at Client through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success. You'll be enrolled in the Advisor Development Program, part of The Academy, to develop as an advisor; the potential for growth is yours.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Get smart on core banking and investment solutions and connect clients to all of the solutions we provide.
• Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
• Continuously learn and grow, with on-going career development support and opportunities for advancement with Client, Brokerage and U.S. Trust.
• Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.
We're a culture that
• Believes in responsible growth and has a proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required skills:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you don't hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status Show more details...
Job description...
Financial Solutions Advisor II
At Client, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we're looking to provide care and guidance for our clients when they need us most – whether they're just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we're looking for the next generation of financial advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.
If you are passionate about helping clients reach their financial goals, join Client's Advisor Development Program and become a financial solutions advisor in one of over 4,000 financial center locations nationwide. The financial center financial solutions advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization.
From day one, you'll receive training from our award-winning Academy at Client. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You'll learn to consider a client's entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Client, Brokerage Edge, Brokerage and U.S. Trust. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
• Build a successful career at Client through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success. You'll be enrolled in the Advisor Development Program, part of The Academy, to develop as an advisor; the potential for growth is yours.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Get smart on core banking and investment solutions and connect clients to all of the solutions we provide.
• Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
• Continuously learn and grow, with on-going career development support and opportunities for advancement with Client, Brokerage and U.S. Trust.
• Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.
We're a culture that
• Believes in responsible growth and has a proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required skills:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you don't hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired skills:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status Show more details...
via Mogul
posted_at: 9 days agoschedule_type: Full-time
Job Description:
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are... just starting out, buying a home, building a
Job Description:
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are... just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long term career and a drive to make our clients’ financial lives better.
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award winning Academy offers training to go beyond portfolios and investment strategies. You’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives
From day one, you will receive best-in-class training from the award winning Academy at Bank of America. Our Advisor Development Program delivers hands-on practice, personalized coaching and dedicated classes for understanding the Life Priorities and needs of your clients. Our program guides you through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we’ll equip you with everything you need as you move through the stages of development.
The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery and Leadership Development.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination
We’ll help you
• Get training and one-on-one coaching from Academy managers who are invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours
• Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide
• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
• Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
• Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.
• Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education
As a Financial Solutions Advisor, you can look forward to
• Unlimited potential for financial growth
• A strong referral network from across the business that will give you a leg-up on client acquisition
• Robust marketing support to reach wider audiences with greater appeal
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
• Leadership opportunities, from leading client and conference seminars to mentoring junior associates
You’re a person who (required skills)
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
You’ll be even more prepared if you have
• Strong computer skills with an ability to multitask in a demanding environment
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
We’re a culture that
• Has a place for everyone committed to doing the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
• Believes in responsible growth and has a proven dedication to supporting the communities we serve
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are... just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long term career and a drive to make our clients’ financial lives better.
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award winning Academy offers training to go beyond portfolios and investment strategies. You’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives
From day one, you will receive best-in-class training from the award winning Academy at Bank of America. Our Advisor Development Program delivers hands-on practice, personalized coaching and dedicated classes for understanding the Life Priorities and needs of your clients. Our program guides you through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we’ll equip you with everything you need as you move through the stages of development.
The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery and Leadership Development.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination
We’ll help you
• Get training and one-on-one coaching from Academy managers who are invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours
• Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide
• Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
• Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
• Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust.
• Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education
As a Financial Solutions Advisor, you can look forward to
• Unlimited potential for financial growth
• A strong referral network from across the business that will give you a leg-up on client acquisition
• Robust marketing support to reach wider audiences with greater appeal
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
• Leadership opportunities, from leading client and conference seminars to mentoring junior associates
You’re a person who (required skills)
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
You’ll be even more prepared if you have
• Strong computer skills with an ability to multitask in a demanding environment
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
We’re a culture that
• Has a place for everyone committed to doing the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
• Believes in responsible growth and has a proven dedication to supporting the communities we serve
Shift:
1st shift (United States of America)
Hours Per Week:
40 Show more details...
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