Bank of America Investment Specialist (Opportunity to obtain Series 7 – Class of June 2018) – Rolling Meadows in Rolling Meadows, Illinois
The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 66, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Investment Specialist.
Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques.
Have the opportunity to make a meaningful difference in the financial lives of others
Deepen client relationships by delivering world-class customer care and investment expertise
Join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁
Earn a competitive base salary with opportunities for performance-based bonuses and career growth in a fast-pace culture
The Ideal Candidate is
Highly self-motivated and goal-orientated
Client-focused with a passion for excellence and positive team attitude
Eager to start a career at a fast-growing company that rewards hard work and dedication
Committed to earn the Series 7 & 66 securities licensed within 90-120 days
Nationally recognized New Hire Training Program, with4-5months of full time paid training
Pay for performance bonuses
Top tier benefits through Bank of America –such as 401kmatch, medical/dental, tuition reimbursement, childcare assistance, paid vacation time
Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational, DisabilityAdvocacy and many others
Required Skills & Abilities:
Series 7 and Series 66 is required; if not currently held, must be obtained within 120 days
Strong computer skills with an ability to multitask in a fast paced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
Bachelor’s degree is preferred, or 1-2 years relevant work experience
Preferred Skills & Abilities:
Bachelor Degree with graduation between May 2017 through June 2018
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi tasking and working efficiently under stress and high volume
Previous knowledge of client account services
Merrill Edge is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
Posting Date : 09/07/2017
Rolling Meadows, IL, 1600 Golf Rd (IL3511),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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