Jacksonville, FL5 days ago
Responsibilities:Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needsDelivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetrationTakes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet shareDemonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulationsExecutes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experienceDevelops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategiesWorks seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processesRequired Qualifications:Minimum 3 - 5 years of investment, trading and brokerage experience requiredExperience with advanced trading strategies, options, fixed income, and margin requiredSeries 7 and 66 licensing requiredConfident and engaging presenceSound decision making skills with ability to manage risk and overall client experienceStrong analytical and organizational skillsStrong interpersonal skills and the ability to work in a team environmentAbility to handle multiple tasks in a dynamic environmentFor internal employees; participation in a work from home posture does not make you ineligible to postDesired Qualifications:Wealth management and private client experienceKnowledge of the Enterprise platforms (US Trust, BAC, Advisory)Additional Skills Used:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementRisk ManagementTradingWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution.