Bank of America Investment Specialist (Opportunity to obtain Series 7 – Class of June 2018) – Rolling Meadows in Rolling Meadows, Illinois

Job Description:

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.

You will:

  • 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

  • Communicate effectively

  • 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 May or June 2018 graduation date

  • 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 : 01/22/2018

Location :

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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Diversity & Inclusion

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