- Bank of America (Tampa, FL)
- …package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment ... products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world… more
- Bank of America (Miami, FL)
- …policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or ... she is assigned. **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Process… more
- Bank of America (Lakeland, FL)
- …and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and ... brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is… more
- Bank of America (Jacksonville, FL)
- …Document Review team supports contra firm payoffs and Letters of Credit for Merrill Lynch Bank & Trust Cayman (MLBTC) and Loan Management Account (LMA), and MLBTC ... account onboarding and maintenance requests submitted on behalf of clients by Financial Advisors. A successful Transaction Management Operations Analyst on this team: + Gains a full understanding of each request with careful reading, research and application… more
- Bank of America (Jacksonville, FL)
- …supports US Listed Option product for Bank of America Securities LLC and Merrill Lynch Pierce Fenner & Smith client bases. The team is responsible for all ... operational components of the option trade life cycle, from the moment after execution through settlement. Some of the job functions include trade date and trade date + 1 position and trade break reporting / reconciliations, trade allocations, exercise… more
- Neuberger Berman (FL)
- …new relationships and managing existing ones with Financial Advisors at Merrill Lynch , Morgan Stanley, UBS, Wells Fargo, Raymond James, LPL, and Ameriprise. The ... goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory of Northern Florida. This is accomplished through relationship building via… more
- Bank of America (Jacksonville, FL)
- …including Integrated Benefits, Non Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage. **Required Qualifications:** + FINRA ... Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses + One or more years of call center experience + Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly… more