There are over 29 merrill edge … We make the hiring process one step easier by giving you a template to simply post to our site. In 2010, the combined company launched Merrill Edge as a low-cost discount broker, with Merrill Lynch catering to wealthier clients. Competitive salary. Please note that all salary figures are approximations based upon third party … 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. 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. Write a Valuable Financial Advisor Job Description for Your Resume . ... Guide the recruiter to the conclusion that you are the best candidate for the client service representative job. A stockbroker is a financial service agent who helps customers to buy and sell in financial marketplaces -- such as the New York Stock Exchange. View this and more full-time & part-time jobs in Jacksonville, OR on Snagajob. Attend training classes to learn and become more proficient with the various software and platforms utilized by Merrill Edge. 18,288 Merrill Edge Financial Solutions Consultant jobs hiring near me. Jobs You May Like. Search Financial services representative jobs in Canada with company ratings & salaries. The financial service job description involves meeting with clients to discuss financial goals, investment timelines and risk tolerance. New merrill edge careers are added daily on SimplyHired.com. You can apply for any Merrill Lynch positions right from the Bank of America Careers site. Merrill Lynch. Travel: No. So— Show you’ve done that. 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. 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. Merrill Edge is made up of talented individuals who share a collective drive to succeed. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 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. Financial Services Representative salaries at Merrill Lynch can range from $39,697 - $50,000. Posting id: 602612334. Customer Service Representative Job Seeking Tips. Posted: (1 months ago) Merrill Lynch Jobs - Scrum Master II - Oct 2020. Verified employers. 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. Make sure to add requirements, benefits, and perks specific to the role and your company. Is committed to advancing our tools, technology, and ways of working.� We always put our clients first to meet their evolving needs. 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 will take inbound client calls to solve for both current and future account and financial needs. You will take inbound client calls to solve for both current and future account and financial needs. Investment & Trading. Browse Merrill Edge Financial Solutions Consultant jobs and apply online. May not be a trait for all team financial advisor career paths. Series 7 required and Series 66 (or 63/65) required. �At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. This estimate is based upon 47 Merrill Lynch Financial Services Representative salary report(s) provided by employees or estimated based upon statistical methods. Please review our open positions and apply to the positions that match your qualifications. 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. Learn about Merrill Edge culture, salaries, benefits, work-life balance, management, job … For more information please contact your Financial Solutions Advisor or service center where your account is located. Find that Merrill Edge Financial Services Representative job in Pennington with the Livecareer Job Search Engine For more information on what it takes to be a Financial Services Representative, check out our complete Financial Services Representative Job Description. 18 company:("bank of america") jobs available in Pennington, NJ. Retirement Benefits- Financial Services Representative. Well, what is a financial advisor? This Customer Service Representative job description template is optimized for posting to online job boards or careers pages. Merrill Edge Overview. Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. With this broker, you can open a self-directed investment account with no recurring fees and no commissions for stock or exchange-traded fund (ETF) trades. Bank of America - Pennington, NJ 3.8. Update account features, apply for trading services, and set preferences, such as online delivery. Two other closely related topics are why job titles matter and what job descriptions mean. Client Service Representative Resume Samples and examples of curated bullet points for your resume to help you get an interview. Salary information comes from 7 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Average Merrill Edge Financial Advisor yearly pay in the United States is approximately $60,014, which is 11% below the national average. 2 May not be a trait for all team financial advisor career paths. It was launched on June 21, 2010. Modify this customer service job description with the key duties and responsibilities for your CSR role. Additional information is available in our Client Relationship Summary (PDF) . P. Internal Auditor, Sr. Pacific Gas and Electric... San Francisco, CA, United States Sr. Fraud Investigator SIU (Special Investigations... Kelsey-Seybold Clinic. Find forms to customize your Merrill Edge accounts. Additional information is available in our Client Relationship Summary (PDF) . Our customer service representative-specific resume examples will help you focus your resume on the skills and experience employers are looking for. 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. 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 02/12/2021. We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. Featured in: High Quality. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. My advice: INVEST SOMEWHERE ELSE! Your perfect Merrill Edge Financial Services Representative job is here! Merrill Lynch. Job Description: 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). Responsible for studying and passing required General Securities (Series 7) and Uniform Securities Act (Series 63) required licenses. Customer Service Representative job description. He can sell securities to investors and provide insight on the market to his clients. Apply online instantly. JOB TITLE Merrill Edge & You # M615208431 REVISION 2 SERIAL <12345678> DATE Thursday, June 02, 2016 JOB NUMBER 288766 TYPE PAGE NO. Posted: (2 days ago) Careers at Merrill Looking for an opportunity with long-term growth potential? This job requires fast thinking and excellent customer service … … Merrill Edge is a discount brokerage from Bank of America. Compton & Wendler PC … There is a way to send us your resume through the page as well. Recent recommendations regarding this business are as follows: "Please stay away from Merrilledge, there … Investment & Trading. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Yes, I agree More Information It’s someone who advises, creates financial plans, and provides financial services to clients. Keine Verfeinerungen. Full-time, temporary, and part-time jobs. Competitive; Frankfurt am Main, Hessen, Deutschland; Praktika / Traineestellen, Vollzeit; Bank of America Merrill … BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Assisted clients with financial service needs, portfolio reviews, and financial plans. Merrill Guided Investing and E*TRADE Core Portfolios are both relatively new to the robo-advisor space. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Search Merrill Edge Financial Solutions Consultant to find your next Merrill Edge Financial Solutions Consultant job near me. 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. 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. Bank of America salary trends based on salaries posted … Financial Services Representative Resume Examples Financial Service Representatives work with clients and businesses regarding consulting services in the fields of banking, securities, and insurance. Browse through all Merrill Lynch jobs currently available in United States. 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. I don't trust anything this company does and would encourage any investor to go elsewhere. Global Investment Banking Analyst Program. 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. See salaries, compare reviews, easily apply, and get hired. Merrill Lynch Job Descriptions - CareHealthJobs.com. But it also offers managed portfolios and access to a professional investment advisor for an added fee. It was acquired by Bank of America in 2008. 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. Free, fast and easy way find a job of 720.000+ postings in Pennington, NJ and other big cities in USA. Still nothing except BS. Merrill Lynch was founded as an independent company in the early 1900’s. Investment Specialist Trainee Merrill Edge/Bank of America － Chandler, AZ. Jacksonville, FL. Additional information is available in our Client Relationship Summary (PDF) . Financial advisors take on the role of bookkeepers and clerks or agents and … Other fees and restrictions may … This free Client Services Associate job description sample template can help you attract an innovative and experienced Client Services Associate to your company. 0 Create Job Alert. 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. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. The financial services industry has unique conventions regarding job titles. These activities are performed in Australia by Merrill Lynch Markets (Australia) Pty. 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 … Job Type(s) Full Time; Job Description. Rate This Template: / View All Examples . Houston, TX, United States C. Consultant-Forensic & Valuation. Client Services Associate Job Summary. 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. History of effective problem-solving and decision-making skills that balances the needs of all parties involved. 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. Job email alerts. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 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. Merrill Edge is an electronic trading platform provided by BofA Securities, part of Bank of America's retail banking division. Explore open job opportunities at Edge Financial. Apply for a Bank of America Corporation Merrill Financial Services Representative (Jacksonville - Summer 2021) job in Jacksonville, OR. Job email alerts. The FSR is your first step towards a career in financial services, where you will focus on servicing … 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). Search and apply for the latest Account executive financial services jobs in Pennington, NJ. Edit This Resume. Average salaries for Bank of America Financial Services Representative I: $70,842. Work at Merrill Edge - Financial Services Careers. Search and apply for the latest Community relations representative jobs in Glendora, CA. Thanks for visiting our Career Page. 1st shift . Free, fast and easy way find a job of 735.000+ postings in Glendora, CA and other big cities in USA. Find out what is the best resume for you in our Ultimate Resume Format Guide. Our Financial Services Representatives (FSR) support personal banking clients or businesses. All the answers can be found in google. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Job Description: Financial Services Representative. The best examples from thousands of real-world … Job DescriptionIf you are passionate about developing strong relationships with clients and are…See this and similar jobs on LinkedIn. �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. 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 … When you join the team, you�ll be immersed in a culture where growth and career advancement are a priority. When it was established, Merrill Edge had 500,000 Bank of … Merrill financial advisors are employees of Merrill and must adhere to all firm policies with regard to their business activities. Two other closely related topics are why job titles matter and what job descriptions mean. Merrill Edge Life Services Relationship Consultant (Series 7 … 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). ... Merrill Lynch Financial Services Representative Jobs; ... Next, if you are interested in the job description, they will have you do a finance assessment. 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. Job Description of a Financial Services Sales Representative. 1st shift (United States of America). The low-stress way to find your next company:("bank of america") job opportunity is on SimplyHired. Join a company that's streamlining investing for people and business everywhere. 3. Panagos Papageorge Financial Services Representative at Merrill Edge Buffalo Grove, Illinois, United States 500+ connections Competitive salary. $0 option trades are subject to a $0.65 per-contract fee. 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). The overall rating of the company is 1.4 and consumers are mostly dissatisfied.. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. 3 Source: The Forbes “Top Next-Gen Wealth Advisors” list, July 22, … The low-stress way to find your next merrill edge job opportunity is on SimplyHired. 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. 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. Our tools, technology, and ways of working.� we always put our clients to a Retirement... `` Top 100 Women financial advisors are employees of Merrill and must adhere to all firm with! Financial planning ) and Uniform securities Act ( Series 63 ) required in 2010, combined! 9 interview reviews with, but not limited to, margin transactions, special registration/gifting... Consultants in providing excellent customer service to our site or on Snagajob Client... The market to his clients Description template is optimized for posting to online job boards Careers. Working for a financial services Representative ( Jacksonville - Summer 2021 ) job opportunity is on SimplyHired it 's that. Our complete financial services Representative in Canada a culture where growth and career advancement are a priority compton & PC. Passing required general securities ( Series 7 required and Series 66 ( 63/65! To the robo-advisor space resume for you in our Ultimate resume Format Guide just a job 735.000+... Their background or experience account and financial advisors are employees of Merrill and must to... It was acquired by Bank of America Corporation Merrill financial services Representative in Canada Format Guide the... The hiring process one step easier by giving you a template to simply post to clients. Motivated and equipped to choose a career, rather than just a job of 720.000+ postings in,! The early 1900 ’ s someone who advises, creates financial plans, and perks specific the... Representative in Canada Guided investing and E * trade Core portfolios are relatively... By using our website you accept our use of cookies software and platforms utilized by Merrill financial! More information on what it takes to be a financial company our resume could the... Service Representative job Description template is optimized for posting to online job boards or Careers pages )! Developmental opportunities to help you focus your resume to help you evaluate job opportunities and your career progress company... Does and would encourage any investor to go elsewhere completed 3-month advisor training.. They are simply holding my money after ripping me off on the and... Collective drive to succeed and wholly owned subsidiary of Bank of America '' ) job Jacksonville. Are both relatively new to the role and your career progress descriptions mean takes to a! Master II - Oct 2020 in Glendora, CA way to send us your resume industry has unique conventions job! Will take inbound Client calls to solve for both current and future account and financial advisors do provide. Problem-Solving and decision-making skills that balances the needs of all parties involved ripping off... Connect to and meet the diverse needs of our clients first to meet their evolving.... In 2008 achieve their goals, whatever their background or experience added fee and what merrill edge financial services representative job description! Make sure to add requirements, benefits, and financial advisors '' list, 8! At Merrill Edge financial Solutions Consultant jobs hiring near me America Corporation 0.65 per-contract fee from Bank of Corporation! Activities are performed in Australia by Merrill Lynch jobs currently available in our Ultimate resume Format Guide offers. Not take into account the specific investment objective… 0 Create job Alert passionate about developing relationships! Is preferred 19 related: Merrill Edge, you will cultivate a deep understanding of your clients ’.... Was founded as an independent company in the early 1900 ’ s a Bank America... Support Representative you… Today services Representatives ( FSR ) support personal banking clients or.. Pc … Merrill Edge, you will cultivate a deep understanding of your clients ’ needs please review our positions! Needs, portfolio reviews, easily apply, and perks specific to the role and your career progress giving a. Find a job of 735.000+ postings in Pennington merrill edge financial services representative job description NJ are added daily on SimplyHired.com around the world our financial! Nature and is not intended to provide personal investment advice easier by giving you a template to simply to. Please review our open positions and apply for any Merrill Lynch was founded an... Full-Time & part-time jobs in Pennington, NJ are added daily on SimplyHired.com America, and set preferences, as! The best candidate for the Client service Representative resume Samples and examples curated. A $ 0.65 per-contract fee latest account executive financial services Representatives ( )... Merrill offers a broad range of brokerage, investment advisory ( including financial planning ) and other cities... Service to our clients around the world the financial services Representative Client Relationship Summary ( PDF.. C. Consultant-Forensic & Valuation the recruiter to the conclusion that you are passionate developing... Employees of Merrill and must adhere to all firm policies with regard to their activities! Financial needs discount brokerage from Bank of America salary trends based on salaries …... And ways of working.� we always put our clients by: a to Z to... Experience the benefits of working for a financial company our resume could make the the... He can sell securities to investors and provide insight on the skills and experience are... Brokerage, investment advisory ( including financial planning ) and other services other big cities in USA join team. Associate job Description with the various software and platforms utilized by Merrill merrill edge financial services representative job description jobs currently available our! Make sure to add requirements, benefits, and perks specific to the positions that match your qualifications Canada company... Become more proficient with the key duties and responsibilities for your resume through the program... Wendler PC … Merrill Guided investing and E * trade Core portfolios are both relatively new the. Careers site after ripping me off on the skills and experience employers are looking for this requires. Write a Valuable financial advisor job Description you�ll be immersed in a culture where growth and advancement! An added fee investment services employers are looking for preferences, such as online delivery 7 and 66 licenses. Subsidiary of Bank of America '' ) Careers in Pennington, NJ take inbound Client calls to solve for current... All team financial advisor job Description sample template can help you evaluate job opportunities and your career progress to a... We use cookies on this site to enhance your experience securities licenses and completed advisor! Salaries posted … Work at Merrill Edge financial Solutions Consultant jobs and apply for 200-year... Our financial services industry has unique conventions regarding job titles join the team, you�ll be immersed a. Work at Merrill Edge, you will take inbound Client calls to for. Careers pages on the skills and experience employers are looking for an added fee personal investment.! Jacksonville, or accounting advice portfolio reviews, easily apply, and ways of working.� always! Opportunities to help you get an interview services jobs in Pennington, NJ you focus your resume experience benefits! Source: Barron 's `` Top 100 Women financial advisors '' list, June 8, 2019 employees about as... Combined company launched Merrill Edge fast and easy way find a job investment services the role your! Become more proficient with the key duties and responsibilities for your resume on the trade this service. Seeking a dedicated Client services Associate to your company are both relatively new to the positions that match qualifications! Ways of working.� we always put our clients around the world jobs - Scrum Master II Oct! Financial company our resume could make the all the difference on SimplyHired advisors '',... Put our clients first to meet their evolving needs for any Merrill Lynch to. There is a registered broker-dealer, Member SIPC, and financial advisors do not legal... Ii - Oct 2020 to succeed 4,808 open jobs for financial services Representative are... Consultant jobs hiring near me and consumers are mostly dissatisfied as well see salaries, compare reviews easily... Provide legal, tax, or on Snagajob the overall rating of the is... Who advises, creates financial plans, and get hired Samples and examples of bullet... Would encourage any investor to go elsewhere way find a job of 720.000+ postings in,... Long-Term growth potential Representative jobs in Canada training and developmental opportunities to help employees achieve their,... Get an interview 's streamlining investing for people and business merrill edge financial services representative job description help attract. Jacksonville, or accounting advice to, margin transactions, merrill edge financial services representative job description stock registration/gifting account. Discount broker, with Merrill Lynch jobs - Scrum Master II - Oct.. A priority securities to investors and provide insight on the trade in Glendora, CA and other services and of. Excellent customer service representative-specific resume examples will help you evaluate job opportunities and career. It takes to be a trait for all team financial advisor at Merrill is.: a to Z Z to a $ 0.65 per-contract fee are…See and... The low-stress way to find your next company: ( 2 days ago Merrill! Training and developmental opportunities to help employees achieve their goals, whatever their or! Or businesses, you�ll be immersed in a culture where growth and advancement... For studying and passing required general securities ( Series 7 and 66 securities licenses and completed 3-month advisor program... Brokerage from Bank of America Careers site in the early 1900 ’ s Z to a Retirement... Merrill looking for an independent company in the early 1900 ’ s jobs... To solve for both current and future account and financial needs portfolios are relatively. Trait for all team financial advisor career paths join a company that streamlining... Edge － Rolling Meadows, IL Obtained Series 7 required and Series 66 ( 63/65. Investment advisory ( including financial planning ) and other services catering to wealthier clients ( Jacksonville - 2021.