Sr. Financial Service Representative

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
Sr Registered Reps have at least one year call center experience. Handle more complex calls 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 establishing trust and exuding positivity and confidence
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Ability to handle confidential matters and sensitive information in a responsible manner
• Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives
• Ability to handle confidential matters and sensitive information in a responsible manner
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Can learn and understand technology to assist clients with the latest in Digital and Digital banking

1st and 2nd shifts

Skills:

• Account Management
• Business Acumen
• Customer and Client Focus
• Issue Management
• Regulatory Compliance
• Active Listening
• Oral Communications
• Problem Solving
• Risk Management
• Trading
• Adaptability
• Attention to Detail
• Valuation Ethics and Practice Standards

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Jacksonville, FL

Job ID: Merrill-JR-25030796

Employment Type: FULL_TIME

Posted: 2025-07-22T11:50:11