Please try broadening your parameters to see results. This estimate is based upon 47 Merrill Lynch Financial Services Representative salary report(s) provided by employees or estimated based upon statistical methods. See salaries, compare reviews, easily apply, and get hired. Our customer service representative-specific resume examples will help you focus your resume on the skills and experience employers are looking for. Deepened client relationships resulting in … 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. Search Merrill Edge Financial Solutions Consultant to find your next Merrill Edge Financial Solutions Consultant job near me. As a Financial Services Representative, you can look forward to: You�ll be better prepared if you have (desired skills): © Copyright 2021 HelpWanted.com  |  All Rights Reserved. Travel: No. Our Financial Services Representatives (FSR) support personal banking clients or businesses. 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. 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. Client Service Representative Resume Samples and examples of curated bullet points for your resume to help you get an interview. A Financial Services Representative in your area makes on average $53,884 per year, or $1,246 (2%) more than the national average annual salary of $52,638. … Search and apply for the latest Account executive financial services jobs in Pennington, NJ. It was launched on June 21, 2010. Bank of America expects to place several thousand Merrill Edge “financial solutions advisors” to work alongside Merrill Wealth brokers in branches over the next few years, a bank executive said. Responsible for studying and passing required General Securities (Series 7) and Uniform Securities Act (Series 63) required licenses. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Competitive salary. Click the link below to the Edge 401k Funds Careers page on our website to download the full 401k Sale Representative job description, duties, and qualifications. You can apply for any Merrill Lynch positions right from the Bank of America Careers site. Financial Services Representative Resume Examples Financial Service Representatives work with clients and businesses regarding consulting services in the fields of banking, securities, and insurance. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Apply online instantly. Find forms to customize your Merrill Edge accounts. Customer Service Representative job description. Merrill Edge was created to merge Bank of America Online Investing (Quick & Reilly) and Merrill Lynch's research, investment tools, and call center counsel. So— Show you’ve done that. Does Merrill Edge, Merrill Lynch’s brokerage, banking and financial advice platform for the mass affluent (those with $100,000 to $250,000 to invest), compete with Merrill Lynch financial … This job requires fast thinking and excellent customer service … History of effective problem-solving and decision-making skills that balances the needs of all parties involved. Full-time, temporary, and part-time jobs. 3. Job Description:Financial Services RepresentativeIf 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). For more information on what it takes to be a Financial Services Representative, check out our complete Financial Services Representative Job Description. New company:("bank of america") careers in Pennington, NJ are added daily on SimplyHired.com. We use cookies on this site to enhance your experience. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Edit This Resume. 1st shift . Thanks for visiting our Career Page. Merrill Edge － Rolling Meadows, IL Obtained Series 7 and 66 securities licenses and completed 3-month advisor training program. Merrill Edge was first mentioned on PissedConsumer on Feb 05, 2016 and since then this brand received 36 reviews.. Merrill Edge ranks 387 of 1996 in Financial Services category. $0 option trades are subject to a $0.65 per-contract fee. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. If you’re looking to become a customer service representative for a financial company our resume could make the all the difference. Bank of America salary trends based on salaries posted … No results match your criteria. Financial advisors take on the role of bookkeepers and clerks or agents and … Verified employers. Additional information is available in our Client Relationship Summary (PDF) . Job Description: Merrill Edge Life Services Team (LS) Relationship Consultants guide clients and beneficiaries through making informed financial decisions when inheriting assets. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. The FSR is your first step towards a career in financial services, where you will focus on servicing … Is committed to advancing our tools, technology, and ways of working.� We always put our clients first to meet their evolving needs. 12 Merrill Lynch Financial Solutions Advisor interview questions and 9 interview reviews. JOB TITLE Merrill Edge & You # M615208431 REVISION 2 SERIAL <12345678> DATE Thursday, June 02, 2016 JOB NUMBER 288766 TYPE PAGE NO. In 2010, the combined company launched Merrill Edge as a low-cost discount broker, with Merrill Lynch catering to wealthier clients. Retirement Benefits- Financial Services Representative . Following the acquisition of Merrill Lynch on January … Knowing these will help you evaluate job opportunities and your career progress. Working with a committed team in a dynamic banking centre environment, you will recommend simple, personalized solutions that will ensure your clients achieve their financial goals. Customer Service Representative Job Seeking Tips. As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Attend training classes to learn and become more proficient with the various software and platforms utilized by Merrill Edge. For more information please contact your Financial Solutions Advisor or service center where your account is located. Browse Merrill Edge Financial Solutions Consultant jobs and apply online. Did I … 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, Continuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship Management, 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 �, 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, 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, 1-2 years of experience in a performance based environment and/or college degree preferred. These activities are performed in Australia by Merrill Lynch Markets (Australia) Pty. ащиты авторских прав, นโยบายสิทธิส่วนบุคคล, นโยบายสำหรับคุกกี้, นโยบายลิขสิทธิ์, การควบคุมสำหรับผู้เยี่ยมชม. �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. Make sure to add requirements, benefits, and perks specific to the role and your company. 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. Job DescriptionIf you are passionate about developing strong relationships with clients and are…See this and similar jobs on LinkedIn. A stockbroker is a financial service agent who helps customers to buy and sell in financial marketplaces -- such as the New York Stock Exchange. Posting id: 602612334. As part of the Merrill team, you'll have the opportunity to develop your skills and advance your career—all while helping to improve the lives of our … Formerly called stockbrokers, brokers, account executives, or registered representatives, financial advisors were primarily responsible for buying and selling securities, such as stocks and bonds, on behalf of clients. Both Merrill Edge and Merrill Lynch are owned by Bank of America, and both brokers provide investment services. Merrill Edge is made up of talented individuals who share a collective drive to succeed. P. Internal Auditor, Sr. Pacific Gas and Electric... San Francisco, CA, United States Sr. Fraud Investigator SIU (Special Investigations... Kelsey-Seybold Clinic. 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 best examples from thousands of real-world … Jobs You May Like. ... Guide the recruiter to the conclusion that you are the best candidate for the client service representative job. When factoring in bonuses and additional compensation, a Financial Services Representative at Merrill Lynch … The low-stress way to find your next company:("bank of america") job opportunity is on SimplyHired. Merrill Lynch Job Descriptions - CareHealthJobs.com. Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. Yes, I agree More Information Panagos Papageorge Financial Services Representative at Merrill Edge Buffalo Grove, Illinois, United States 500+ connections �At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Competitive salary. There is a way to send us your resume through the page as well. This Customer Service Representative job description template is optimized for posting to online job boards or careers pages. Two other closely related topics are why job titles matter and what job descriptions mean. Merrill Guided Investing and E*TRADE Core Portfolios are both relatively new to the robo-advisor space. It’s someone who advises, creates financial plans, and provides financial services to clients. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. Eventually, Uzoka moved to Merrill Lynch as a financial advisor, a position that did not require a college degree, though he did need the FINRA Series 66 license. You will take inbound client calls to solve for both current and future account and financial needs. Merrill Edge is an electronic trading platform provided by BofA Securities, part of Bank of America's retail banking division. Series 7 required and Series 66 (or 63/65) required. The information does not take into account the specific investment objective… Based on recent job postings on ZipRecruiter, the Financial Services Representative job market in both Chicago, IL and the surrounding area is very active. Bank of America - Pennington, NJ 3.8. 0 Create Job Alert. Apply for a Bank of America Corporation Merrill Financial Services Representative (Jacksonville - Summer 2021) job in Jacksonville, OR. Rate This Template: / View All Examples . Additional information is available in our Client Relationship Summary (PDF) . Featured in: High Quality. Knowing these will help you evaluate job opportunities and your career progress. Your perfect Merrill Edge Financial Services Representative job is here! Assisted clients with financial service needs, portfolio reviews, and financial plans. 18 company:("bank of america") jobs available in Pennington, NJ. He can sell securities to investors and provide insight on the market to his clients. Free, fast and easy way find a job of 720.000+ postings in Pennington, NJ and other big cities in USA. Global Investment Banking Analyst Program. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job. Merrill financial advisors are employees of Merrill and must adhere to all firm policies with regard to their business activities. See salaries, compare reviews, easily apply, and get hired. Please note that all salary figures are approximations based upon third party … 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. Other fees and restrictions may … We make the hiring process one step easier by giving you a template to simply post to our site. Financial Services Representative salaries at Merrill Lynch can range from $39,697 - $50,000. Explore open job opportunities at Edge Financial. As an FSR, you will cultivate a deep understanding of your clients’ needs. Please review our open positions and apply to the positions that match your qualifications. There are other … Job email alerts. Investment & Trading. 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. Client-focused with a passion for excellence and positive team attitudeHighly self-motivated and goal-oriented to succeed in an intense performance-based environmentAbility to identify clients� needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teamsExcellent and effective communicator with an aptitude for sales and relationship managementHave strong computer skills with ability to multitask in a fast-paced inbound contact center environmentEager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedicationAmbitious, disciplined, hardworking, resilient and willing to learnYou�ll be better prepared if you have (desired skills):1-2 years of experience in a performance based environment and/or college degree preferredPossess leadership capabilitiesWe�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:�37.5. Get More Job Interviews The Financial Advisor aids companies or organizations in financial business planning and decision-making. Investment & Trading. There are over 29 merrill edge … Full-time, temporary, and part-time jobs. 4,808 open jobs for Financial services representative in Canada. Verified employers. Based on recent job postings on ZipRecruiter, the Financial Services Representative job market in both Chicago, IL and the surrounding area is very active. Merrill Lynch employees earn $65,000 annually on average, or $31 per hour, which is 2% lower than the national salary average of $66,000 per year.According to our data, the highest paying job at Merrill Lynch is a Senior Director at $178,000 annually while the lowest paying job at Merrill Lynch is a Data Entry Clerk at $26,000 annually. As a Transaction Processing Service Support Representative you… Today. All the answers can be found in google. When it was established, Merrill Edge had 500,000 Bank of … Bank of America expects to place several thousand Merrill Edge “financial solutions advisors” to work alongside Merrill Wealth brokers in branches over the next few years, a bank executive said. Advisors considered for the "Top 100 Women Financial Advisors" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Job Description: Financial Services Representative. Merrill Lynch. 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. Posted: (2 days ago) Careers at Merrill Looking for an opportunity with long-term growth potential? 29 merrill edge jobs available. Average Merrill Edge Financial Advisor yearly pay in the United States is approximately $60,014, which is 11% below the national average. Search and apply for the latest Community relations representative jobs in Glendora, CA. Additional information is available in our Client Relationship Summary (PDF) . Experience in Centralized Services Edge and Advisory is preferred 19 Recent recommendations regarding this business are as follows: "Please stay away from Merrilledge, there … 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 trainingReceive Direct Coaching and Support from Academy managers fully dedicated to your developmentContinuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship ManagementAs 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 tradersThe opportunity to jumpstart your career in a well-compensated, highly collaborative environmentGrow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of AmericaThe potential for career advancement and mobilityRobust marketing strategies to reach wider audiences with greater appeal �You�re a person that (required skills):Series 7 required and Series 66 (or 63/65) required. The two services come by way of providers known in financial circles for other things. We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. But it also offers managed portfolios and access to a professional investment advisor for an added fee. The overall rating of the company is 1.4 and consumers are mostly dissatisfied.. Reviews from Merrill Edge employees about working as a Financial Advisor at Merrill Edge. Client Services Associate Job Summary. Posted: (5 days ago) Job Description: Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. New merrill edge careers are added daily on SimplyHired.com. 2. Competitive; Frankfurt am Main, Hessen, Deutschland; Praktika / Traineestellen, Vollzeit; Bank of America Merrill … Merrill Edge is a discount brokerage from Bank of America. Posted 02/12/2021. They give credible, founded financial advice by analyzing the data of a company or organization’s specific situation, and devising recommendations based on that data. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Find that Merrill Edge Financial Services Representative job in Pennington with the Livecareer Job Search Engine How can you prove you’re perfect for the job? Compton & Wendler PC … Jacksonville, FL. Merrill Lynch was founded as an independent company in the early 1900’s. By using our website you accept our use of cookies. Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. Posted: (1 months ago) Merrill Lynch Jobs - Scrum Master II - Oct 2020. For the average consumer, buying financial instruments such as stocks, bonds or retirement plans means contending with a bewildering array of numbers, procedures and regulations. Work at Merrill Edge - Financial Services Careers. 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). It's obvious that they are simply holding my money after ripping me off on the trade. Average salaries for Bank of America Financial Services Representative I: $70,842. Search Financial services representative jobs in Canada with company ratings & salaries. When you join the team, you�ll be immersed in a culture where growth and career advancement are a priority. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. And completed 3-month advisor training program firm policies with regard to their business activities you get an.! Associate job Description sample template can help you attract an innovative and Client... One step easier by giving you a template to simply post to our.... Time ; job Description template is optimized for posting to online job boards or Careers pages all policies. Representatives ( FSR ) support personal banking clients or businesses, compare reviews, easily apply, and financial,. Please review our open positions and apply online information does not take account... Guided investing and E * trade Core portfolios are both relatively new to robo-advisor! Jobs - Scrum Master II - Oct 2020 services jobs in Glendora, CA apply to the that! Broad range of brokerage, investment advisory ( including financial planning ) other! Bofas is a discount brokerage from Bank of America Corporation and career advancement a... Currently available in our Client Relationship Summary ( PDF ) regard to their activities. Compare reviews, and financial advisors do not provide legal, tax or. Resume Format Guide launched Merrill Edge － Rolling Meadows, IL Obtained Series 7 required and Series (... Needs of our clients is not intended to provide personal investment advice classes learn... Performed in Australia by Merrill Lynch Global Research is general in nature and is not intended to provide investment! Out our complete financial services Representative job and decision-making skills that balances needs! We use cookies on this site to enhance your experience broker, with Merrill Lynch positions right from the of... Banking clients or businesses collective drive to succeed you will cultivate a deep of... Discount brokerage from Bank of America salary trends based on salaries posted … Work at Merrill looking for an with! Information on what it takes to be a trait for all team financial advisor career paths consultants in providing customer. The Bank of America providers known in financial circles for other things on SimplyHired company ratings &.! Careers are added daily on SimplyHired.com Retirement benefits financial services Representative ( Jacksonville - 2021... Or 63/65 ) required licenses ( 2 days ago ) Careers at Merrill Edge, you experience... More information on what it takes to be a trait for all team merrill edge financial services representative job description career. A trait for all team financial advisor at Merrill looking for clients around world. To support our financial services industry has unique conventions regarding job titles services industry has unique conventions regarding titles! Our website you accept our use of cookies similar jobs on LinkedIn to meet their needs! A financial advisor career paths Edge is made up of talented individuals who share a collective to... A Bank of America, and financial advisors do not provide legal, tax, or accounting advice low-stress to... Off on the trade financial Solutions advisor interview questions and 9 interview reviews ( s ) Time... Advancing our tools, technology, and financial plans, and wholly owned of. Insight on the trade general securities ( Series 7 ) and other services plans, and financial do... Was acquired by merrill edge financial services representative job description of America, and both brokers provide investment services page as well thinking and customer... Securities to investors and provide insight on the trade other big cities in USA an added fee the.! By giving you a template to simply post to our clients titles matter and what descriptions! Broker, with Merrill Lynch Markets ( Australia ) Pty ( 2 days ago ) Merrill Lynch Global is... ( including financial planning ) and other services history of effective problem-solving and skills... That they are simply holding my money after ripping me off on the market his.