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Merrill Lynch Work Values
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Daily Duties at Merrill Lynch:
• Planned and managed resources (time, people, budget) to run an optimal practice; advise clients on retirement planning, estate planning, and also provide assistance in setting up pension plans for businesses; conduct field underwriting in order to pre-screen potential customers. • Balanced investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan. • Effectively sourced prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet clients’ needs.
What they like about Merrill Lynch:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
Tags
Analyst, General Manager, Excel, Risk Management, Problem Solver, Relationship builder, Mentor/Coach, Microsoft Office, SPSS, SAS, Minitab, Leadership, Finance
Skills
Advanced Microsoft Office, Excel, PowerPoint, Data Analysis, Minitab, SAS, PSS, SPSS, Problem Solving, Relationship builder, Mentor / Coaching, Critical Thinking, Project Management, Time Management, Reporting / Briefing, Strategic Planning, Risk Management, Financial Analysis, Budgeting, Insurance
Information about Merrill Lynch
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $67,500
These are some of the questions we asked our climbers about their experiences with Merrill Lynch:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Merrill Lynch had these interests:
| Websites | |
|---|---|
| Shane West - LinkedIn https://www.linkedin.com/in/shanewest1 |
LinkedIn professional website |
