
Review from Sales Dept
Review from Sales Dept
Review from Sales Dept
Coworkers are great. General consensus is there’s a squeeze to push wealth advisors out.
Review from Sales Dept
They can always do better
Review from Sales Dept
They are self focused on thier own comp and success especially our division manager
Review from Sales Dept
LT need to listen to their employees about what clients are looking for & need. They should provide more resources & decision making ability for local area leaders & employees. Banking centers & geographic areas have different clientele with unique needs. Ideas from up top don't factor this in.
Review from Sales Dept
Simplification of compensation. Reasonable, fair, and achievable goal metrics.
Review from Sales Dept
Making everyone feel included.
Review from Sales Dept
Long term comp plan percentage
Review from Sales Dept
It is fair and goal based
Review from Sales Dept
Could always be more but they do a good job compensating high performers.
Review from Sales Dept
ML pays fairly and there is always room to grow.
Review from Sales Dept
Comp changes every year for the Bank & Merrill, increased goals & lower payout. B of A is continuously cutting our resources to acquire new clients & proved a level of service B of A & Merrill clients are accustom to & deserve. Banks under staffed & Merrill needs more CA's for producing/ growing FAs
Review from Sales Dept
Development program participants who aren’t on a team are unable to receive Bank leads, are asked to grow moreso than established advisors who are more likely to to have established referral sources. Bass Ackwards.
Review from Sales Dept
They are trying to position company for the future by reinvesting in technology
Review from Sales Dept
My 10 person team is top notch
Review from Sales Dept
The diversity and the comrodery
Review from Sales Dept
Good people all looking to make things better.
Review from Sales Dept
We support one another and cover one another.
Review from Sales Dept
Communication and focus on building a relationship with our clients. We need to take the time to understand what is most important to our clients and figure out the best way to help them with their needs. I think we do a great job of this but we can always improve.
Review from Sales Dept
It is very positive and forward thinking
Review from Sales Dept
My team is positive but rest of firm is negative
Review from Sales Dept
If you work hard you receive the benefits of you work
Review from Sales Dept
Very supportive and all focused on the same goal.
Review from Sales Dept
A focus on taking care of clients. Look for a way to say "Yes" rather then look for the best way to provide a no. Everything is a procedure or disclosures focused on not getting sued instead of taking care of the client and build a relationship. Always pressure to focus on flavor of the month.
Review from Sales Dept
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The positive impact we have on our clients lives.
Review from Sales Dept
My clients and my teammates motivate me
Review from Sales Dept
The time I spend with clients
Review from Sales Dept
Making a difference in people’s financial lives.
Review from Sales Dept
Opportunity and not the lack thereof, like being excluded from reasonable opportunity like Bank leads that would only seem fair.
Review from Sales Dept
Negative reinforcement pushing the flavor (activity) of the month. No constancy in strategy to earn business. Managers don't listen to local talent for what works with their clients. Forced to use inefficient process & tools to monitor & micromanage. Managers focus on pushing orders from on high.
Review from Sales Dept
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