11 hours

Merrill Edge Guided Investing Specialist - REQUIRED Series 7

Bank of America
  • Job Code
Company Bank of America

Job Title Merrill Edge Guided Investing Specialist - REQUIRED Series 7

Jobid bankofamerica-17069471ChandlerAZ

Location: Chandler, AZ, 85286, USA

Description **Job Description:**

**Position Description**

This is a new role within the Merrill Edge business. The individuals in this role will support clients and prospects in Merrill Edge Guided Investing. They will act as a product specialist answering detailed product questions from new and existing clients. Additionally, they will be responsible for servicing and deepening of Merrill Edge clients. They will also assist in acquisition, product fulfillment and supervision requirements, and product maintenance.

**Required Skills:** " **MUST** " have these skills to be minimally qualified.

+ **Series 7**

+ **Series 66 if not currently held, will be required to be obtained within 90 days**

+ Minimum one year investment / service experience

+ Knowledge of financial markets

+ Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

+ Basic knowledge of the organization, products and services

**Desired Skills**

+ Strong analytical and organizational skills

+ Strong interpersonal skills

+ Ability to multi-task in a dynamic environment

+ Requires basic knowledge of the organization, products and/or services

+ Excellent verbal and written communication skills

+ Must be technologically savvy and able to quickly learn new systems

+ Ability to adapt and seek solutions for customers in a fast-paced environment

+ Previous sales experience preferred

+ Professional designation preferred or the intent to acquire within 180 days

**_Enterprise Role Overview_**

_Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination._

**Posting Date** : 10/11/2017

**Location** :

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,


- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Weekly Schedule** : Monday-Friday 8:30 am - 5:30 pm

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Merrill Edge Guided Investing Specialist - REQUIRED Series 7

Bank of America

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Merrill Edge Guided Investing Specialist - REQUIRED Series 7

Bank of America

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