Merrill (Bank of America)
Dallas, Texas
EGP - Relationship Manager
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Apply to EGP - Relationship Manager at Merrill (Bank of America)Job details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- 6 days ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Required securities registrations (Series 7 and 66 OR Series 7, 63 and 65), SAFE Act registration, Form ADV-2B, high school diploma/GED, strong leadership, communication, and product knowledge; ability to manage client escalations.
What you'll do at Merrill (Bank of America):
- supporting advisors
- managing relationships
- resolving escalations
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