Bank of America
• Merrill Premium Elite Relationship Manager (Series 7 and 66 Required)
$75K–$90K
Jacksonville +5 · Manager · Full-time · Posted Sep 21, 2026
- Location
- Jacksonville
Charlotte
Riverside
Fort Worth
Chandler
Pennington - Experience
- Minimum 3–5 years of investment, trading, and brokerage experience.
About the job
Manages a book of high-net-worth, self-directed clients, handling their trading and servicing needs while growing assets and deepening client relationships.
What you'll do
- Serves as the primary contact for clients’ trading and servicing needs.
- Supports asset growth and relationship expansion through product penetration and business development.
- Provides expertise on complex trading needs, including options, fixed income, and margin.
What they ask for
- 3–5 years of investment, trading, and brokerage experience.
- Experience with advanced trading strategies, options, fixed income, and margin.
- Series 7 and 66 licenses, or their equivalents.
- Strong decision-making, analytical, organizational, and interpersonal skills.
Nice to have
- Wealth management and private client experience.
- Knowledge of Enterprise platforms (US Trust, BAC, Advisory).
Pay
$75,000.00 - $90,000.00 annualized salary (base salary)
Tools
Series 7, Series 66, US Trust, BAC, Advisory
Model-written summary · the original posting is authoritative