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Campus Financial Services Representative - (Start Date Summer 2020)

Bank of America Rolling Meadows, IL
  • Expired: October 30, 2019. Applications are no longer accepted.

**Job Description:**
Projected start date will be Summer of 2020.
If you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding them to Bank of America solutions based on their needs and life priorities. Our program includes best in class training, hands on practice, personalized coaching and opportunity to have time to study for your Security Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success you will have the opportunity to advance in many roles within Merrill Edge, Bank of America, U.S. Trust and Merrill Lynch.
This is a high-touch phone-based role working with Merrill Edge investment clients - and at Bank of America and Merrill Edge, our clients are at the heart of everything we do. You will take inbound client calls to solve for both current and future account and financial needs. Your primary responsibility will be to act as a client advocate, answering detailed questions and, educating clients about additional value-added opportunities for their relationships by referring them to specialists across Bank of America and Merrill Edge. At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients' financial lives by offering access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. Merrill Edge is made up of talented individuals who share a collective drive to succeed.
We'll help you!
When you join the team, you'll be immersed in a culture where growth and career advancement are a priority. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job.
Our program will enable you to:
Develop the knowledge and skills you need to deliver world-class client care during two dedicated months of training
Receive Direct Coaching and Support from Academy managers fully dedicated to your development
Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and on-site leaders
Continuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship Management
As a Financial Services Representative, you can look forward to:
Become a licensed registered representative able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders
The opportunity to jumpstart your career in a well-compensated, highly collaborative environment
Grow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of America
The potential for career advancement and mobility
Robust marketing strategies to reach wider audiences with greater appeal
You're a person that (required skills):
Client-focused with a passion for excellence and positive team attitude
Highly self-motivated and goal-oriented to succeed in an intense performance-based environment
Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Excellent and effective communicator with an aptitude for sales and relationship management
Have strong computer skills with ability to multitask in a fast-paced inbound contact center environment
Prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66
Eager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Ambitious, disciplined, hardworking, resilient and willing to learn
You'll be better prepared if you have (desired skills):
Completion of the 2019 Advisor Development Summer Analyst Program
1-2 years of experience in a performance based environment and/or college degree preferred
The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses
Possess leadership capabilities
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
**Posting Date** : 10/28/2019
**Location** :
Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,
Jacksonville, FL, JACKSONVILLE 4, 4803 DEER LAKE DR W,
Rolling Meadows, IL, 1600 Golf Rd (IL3511),
Lincoln, RI, 670 GEORGE WASHINGTON HWY (RI1541),
- United States
**Travel** : No
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
**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 .
**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.
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Bank of America


Rolling Meadows, IL
60008 USA