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24 Days AgoSaved
In-Office
Fort Myers, FL, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Participate in Bank of America’s Financial Solutions Advisor training program, obtain SIE, Series 7, and Series 66 licenses, and develop client advisory skills. Build and manage relationships with banking, small business, and affluent clients; assess financial needs; provide comprehensive advice; recommend banking and investment solutions; conduct client reviews; prospect and manage referrals; and collaborate with banking and Merrill partners. The role is office-based, Monday through Friday, with some Saturdays required.
29-34 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Participate in Merrill’s Advisor Development Program, complete required securities licensing, and develop skills to become a Financial Solutions Advisor. Provide phone-based clients with holistic investment, savings, and liability guidance; build relationships; assess financial goals; recommend Bank of America and Merrill solutions; manage client portfolios; collaborate with banking and investment partners; and complete ongoing training and coaching.
24 Days AgoSaved
In-Office
Plano, TX, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Designs, develops, and maintains enterprise GIS applications using the Esri ArcGIS platform. Leads solution architecture and delivery for complex geospatial features, supports map and feature services, geodatabases, integrations, CI/CD automation, cloud modernization, and troubleshooting. Collaborates with stakeholders and architects, improves application stability and performance, documents solutions, evaluates tools, and builds institutional knowledge within a specialized GIS team.
Top Skills: .NetArcgis EnterpriseArcgis Javascript ApiArcgis OnlineArcgis SdksArcgis ServerAzureCi/CdEsri ArcgisJavaScriptPythonRest Services
24 Days AgoSaved
In-Office
Charlotte, NC, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Supports Financial Advisors and Client Relationship Managers with client servicing, banking and investment solutions, risk management, accurate client materials, issue resolution, relationship development, and business growth activities. The role provides training on Merrill’s wealth management platform and products while preparing the employee to become a fully registered Financial Advisor. SAFE Act registration and background screening may be required for mortgage-related activities.
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Participates in a structured advisor development program, earning securities licenses and receiving training in investment advice, client relationship management, financial planning, and product solutions. Provides phone-based, holistic guidance to affluent and high-net-worth clients, assesses financial needs, recommends investment and banking strategies, manages client portfolios, conducts reviews, and collaborates with banking and investment partners. Must obtain the SIE within 60 days and Series 7 and Series 66 within 120 days.
Top Skills: Safe ActSeries 63Series 65Series 66Series 7Sie
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Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Join Merrill's Advisor Development Program to build a book of business, prospect and service high-net-worth clients, recommend suitable investment solutions, collaborate with specialists and mentor teams, complete training and compliance requirements, and document client interactions in Salesforce.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
27 Days AgoSaved
In-Office
Jacksonville, FL, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides operational support for proxy voting and class action events across the trade lifecycle. Reviews and validates event data, processes client instructions, performs reconciliations, maintains records and audit trails, responds to client queries, coordinates with internal teams, custodians, and vendors, resolves exceptions, and supports regulatory compliance, process improvements, and policy maintenance.
Top Skills: Microsoft CopilotExcelMS Office
27 Days AgoSaved
In-Office
Knoxville, TN, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides personalized borrowing and banking guidance to financial center clients, analyzes financial needs, recommends tailored services, and develops client relationships. Responsibilities include prospecting, outbound sales, pipeline and referral management, follow-up, issue resolution, risk-aware decision-making, and coaching associates on client solutions. The role requires a proven sales track record, strong communication and customer service skills, relationship-building ability, and experience with business-to-business sales, small business banking, or outbound phone sales.
Top Skills: Spreadsheets
27 Days AgoSaved
In-Office
Washington, DC, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service support to multiple Financial Advisors, serving as a primary contact for client banking and wealth management needs. Maintains accurate materials, fulfills client and advisor requests, supports policy compliance and operational excellence, and identifies opportunities to deepen client relationships through banking offerings. Requires strong communication, organization, adaptability, judgment, and client focus in a fast-paced, in-office environment.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
27 Days AgoSaved
In-Office
3 Locations
98K-160K Annually
Senior level
98K-160K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Designs, deploys, and supports enterprise network security systems, including BGP routing, DDoS mitigation, cloud network security, and WAF solutions. Leads security engineering initiatives, defines requirements, manages technical risks and vulnerabilities, develops test plans, reports metrics, collaborates with stakeholders, resolves complex security issues, and mentors team members.
Top Skills: AkamaiBgpCloudflareDdos MitigationNetscout ArborWeb Application Firewall (Waf)
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