Financial Services Representative - Merrill Wealth Management

Bank of America • Jacksonville, FL

2d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. It offers goals-based wealth management, including advice and guidance for retirement, education, legacy, and other life goals. Merrill's advisory teams pair investment insights with the banking convenience of Bank of America. Merrill maintains an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This role services corporate-sponsored plans, including retirement and benefit plans, defined contribution and defined benefit plans, non-qualified deferred compensation plans, and equity award service plans. The representative provides client care, grows client relationships, and guides clients toward needs-based solutions that support their financial goals. The role is scheduled for 40 hours per week; first- and second-shift schedules are available, and shifts may include a weekend day.

Requirements

• Hold FINRA Securities Industry Essentials (SIE), Series 7 Top-Off, and Series 63 licenses, or obtain them within 240 days of the start date.
• Be flexible to work various shifts, which may include a weekend day.
• Work 40 hours per week.

Nice To Haves

• Currently hold or be pursuing a bachelor's degree.
• Experience in a call center and/or a financial or banking center.
• Customer service experience.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Trade stocks, bonds, and other investment instruments for high-net-worth clients, casual investors, and active traders.
• Handle escalated and complex account inquiries with care, resolving concerns in a timely manner and delivering exceptional customer service.
• Navigate multiple systems to migrate clients to online and self-service channels that provide 24/7 account access.
• Manage risk by accurately authenticating clients, adhering to policies and procedures, and proactively identifying and escalating potential risks.
• Service corporate-sponsored retirement, benefit, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans.
• Grow client relationships and guide clients toward needs-based solutions supporting their financial goals.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED