1+ months

Merrill Financial Services Representative

Jacksonville, FL 32232
Merrill Financial Services Representative

Jacksonville, Florida

**Job Description:**

At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, the opportunity to enhance your professional credentials by earning an industry license and want the ability to learn more about markets, trading, and investments, the Merrill Financial Services Representative is the ideal role for you.

The Financial Services Representative (FSR) is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As an FSR, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include a focus on service to sales with existing Merrill clients. By providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

The Academys Licensing Program provides you with the coaching and guidance that youll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 66 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. This includes licensed roles in Specialized Trade and Deepening, Advice Delivery, Sales or Relationship Management.

Well help you

+ **Develop the knowledge and skills** you need to deliver world-class client care through the award-winning Bank of America Academy

+ **Get training and one-on-one coaching** from academy managers who are invested in your success.

+ **Build your knowledge of core banking and investment solutions** and connect clients to all of the solutions we provide

+ **Develop techniques** to confidently engage with clients by telephone

+ **Have an opportunity to earn** your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons, in depth online resources, and on-site coaching while also maintaining the opportunity to earn variable compensation

+ **Continue to learn and grow** in a culture where growth and career advancement are a priority

As a Financial Services Representative, you can look forward to

+ Becoming a licensed and registered representative who is able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders.

+ Working in a well-compensated, highly collaborative environment.

+ The opportunity to earn additional quarterly incentive compensation based on various referral metrics.

+ Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.

Youre the kind of person that (required skills)

+ Is client-focused with a passion for excellence and a positive team attitude.

+ Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance based environment.

+ Has the ability to identify clients needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.

+ Is an effective communicator with an aptitude for sales and relationship management

+ Has strong computer skills

+ Is prepared to pass licensing exams Security Industry Essentials (SIE) and Series 7 and Series 66.

+ Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.

+ Is ambitious, disciplined, hardworking, resilient and willing to learn.

Youll be even more prepared if you have (desired skills)

+ A bachelors degree, or 1-2 years of experience in a performance-based environment

+ The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses

+ Leadership capabilities

Were a culture that

+ Believes in responsible growth and is dedicated to supporting the communities we serve.

+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

+ Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-03-03 Expires: 2020-06-05

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Merrill Financial Services Representative

Bank of America
Jacksonville, FL 32232

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