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Merrill Jobs in Florida (NOW HIRING)

Merrill Gardens at Barkley Place

Dishwasher

Fort Myers, FL

$11.50 - $14.75/hr

Senior Living Dishwasher Merrill Family of Senior Living Communities , a privately-owned family company with a proud history of success, is currently hiring a Dishwasher at Merrill Gardens at Barkley ...

Merrill Gardens at Barkley Place

Dishwasher

Fort Myers, FL · On-site

$11.50 - $14.75/hr

) Senior Living Dishwasher Merrill Family of Senior Living Communities , a privately-owned family company with a proud history of success, is currently hiring a Dishwasher at Merrill Gardens at Barkley ...

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Merrill information

See Florida salary details

$15.1K

$70K

$111.5K

How much do merrill jobs pay per year?

As of Aug 7, 2026, the average yearly pay for merrill in Florida is $70,001.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,990.00 and $96,786.00 per year, depending on experience, location, and employer.

What is the difference between Merrill vs Financial Advisor?

AspectMerrillFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses; CFP certification often preferredSeries 7, 66, or 63 licenses; CFP certification common
Work EnvironmentBanking and investment offices, client meetings, financial planningIndependent or firm-based, client consultations, investment management
Employer & IndustryBank of America Merrill Lynch, financial services industryVarious firms, financial services industry

Both Merrill and Financial Advisors work within the financial services industry, often holding similar licenses and certifications. Merrill, as part of Bank of America, provides a structured environment with a focus on banking and investment services. Financial Advisors may work independently or for different firms, offering personalized financial planning and investment advice. The roles overlap significantly in credentials and client interaction, but Merrill typically offers a more corporate setting.

What does a typical day look like for a Merrill financial advisor, and how do they collaborate with other team members?

As a Merrill Financial Advisor, your day often involves meeting with clients to discuss financial goals, researching investment options, and developing personalized strategies. You’ll collaborate closely with client associates, portfolio managers, and specialists in areas like retirement or estate planning to deliver comprehensive solutions. Regular team meetings and ongoing communication are essential to ensure client needs are met and regulatory standards are upheld. Balancing client outreach, administrative tasks, and professional development is key to success in this dynamic environment.

What are the key skills and qualifications needed to thrive as a Merrill financial advisor, and why are they important?

To thrive as a Merrill Financial Advisor, you need strong knowledge of financial markets, investment products, and wealth management strategies, usually supported by a bachelor's degree and FINRA Series 7 and 66 (or 63 and 65) licenses. Familiarity with financial planning software, CRM platforms like Salesforce, and portfolio management tools is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build and maintain client relationships. These skills are vital for delivering personalized financial guidance, complying with regulations, and growing a loyal client base.

What is a Merrill financial advisor?

Merrill financial advisors are professionals who work for Merrill, a division of Bank of America, helping clients manage their investments and plan for their financial futures. They provide personalized advice on topics like retirement planning, wealth management, and portfolio diversification. Merrill advisors use a range of financial tools and resources to create strategies tailored to each client’s goals and risk tolerance. Their role also involves monitoring clients’ accounts and making recommendations as market conditions change.
What are popular job titles related to Merrill jobs in Florida? For Merrill jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Merrill jobs in Florida look for? The top searched job categories for Merrill jobs in Florida are:
What cities in Florida are hiring for Merrill jobs? Cities in Florida with the most Merrill job openings:
Merrill jobs near you
Infographic showing various Merrill job openings in Florida as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 81% Physical, 17% Hybrid, and 2% Remote job distribution, with an average salary of $70,001 per year, or $33.7 per hour.

Merrill Market Client Relationship Manager

Bank of America

Pensacola, FL • On-site

Full-time

Retirement

Re-posted 5 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

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:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
  • Managing the branch's Wealth Management Client Associates and Service Support Staff
  • Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
  • Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
  • Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
  • Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
  • Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
  • Resolving complex, escalated client service and operational needs
  • Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
  • Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:
  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
  • Minimum of 5+ years professional experience

Key Qualifications for the role:
  • Current or previous Merrill Wealth Management experience strongly preferred
  • Self-motivated and client centric
  • Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
  • Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  • Prior trend analysis experience
  • Strong customer service, problem resolution, and communication skills
  • Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate

Desired Qualifications:
  • Bachelor's degree or equivalent work experience

Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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