Tip: Enter your city or zip code merrill edge investment specialist job description the “where” box to show results in your area. Do you have to have good credit to be considered? Our Merrill Edge Investment Specialists are dedicated to providing world class service to our clients by providing point of call assistance and resolution. Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client.
Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques. Required Skills: ” MUST ” have these skills to be minimally qualified.
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Are You Saving Enough for Retirement? Join a company that’s streamlining investing for people and business everywhere. Providing advice and guidance and offering client assistance are just two of the positions available at Merrill Edge. Responsible for assisting clients with their account and trading needs, Investment Specialists provide in-depth knowledge and service on our trading platform, research and enterprise offerings. We offer a variety of roles at more than 1,800 Bank of America financial centers and at select locations nationwide. We asked a few of our associates to answer a series of questions about how they got started and how they feel about working at Merrill Edge. I have always taken pride in our products and connecting our clients to solutions.
Being able to provide solutions to help clients pursue their financial goals and objectives is extremely rewarding. Always do what’s right for the client and put the client first. Merrill Edge is made up of talented individuals who share a collective drive to succeed. When you join our team, you’ll be part of a collaborative culture that supports you at every stage of your career. No matter what type of role you pursue, you’ll have the opportunity to engage in challenging and rewarding work while building skills and experience for the future. Throughout your career, you’ll be immersed in a culture where growth and advancement are a priority. From personalized coaching to on-the-job training, you’ll gain skills to help you reach your full potential.
The Merrill Edge Academy provides an excellent New Hire Program, ongoing performance support, proficiency development and mastery programs. When it comes to rewarding hard work and talent, we invest in our people first. We’re proud to be home to an ever-growing community of dedicated individuals who enjoy some of the best benefits in the industry, including comprehensive health insurance, a flexible work-life balance and retirement planning. Merrill Edge’s Contact Centers have been recognized by J. Live Phone channel for 7 years in a row. 1 ranked for “Best Online Brokers” 2017, earning 4. Power 2017 Certified Contact Center ProgramSM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions.
Merrill Edge was one of 19 brokers evaluated in the Barron’s 2018 Best Online Broker Survey, March 26, 2018. Reports, Customer Service, Education, Security and Costs-to rate the firms. Merrill Edge earned the top overall score of 32. 7 out of a possible 40. 7 online brokers by Kiplinger’s Personal Finance’s “Best Online Brokers,” survey October 2017. To be included, firms had to offer online trading of stocks, ETFs, funds and individual bonds. Results based on ratings in the following categories: Total Commissions Score, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile Access, and Advisory Services.