1+ months

Merrill Financial Services Representative - (Series 7 and Series 66 Required)

Lincoln, RI 02865
Merrill Financial Services Representative - (Series 7 and Series 66 Required)



Lincoln, Rhode Island



**Job Description:**



**Financial Services Representative**



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. 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.



**Well help you!**



When you join the team, youll 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

+ 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



**Youre a person that (required skills):**



+ Series 7 required and Series 66 (or 63/65) required.

+ 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

+ 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



**Youll be better prepared if you have (desired skills):**



+ 1-2 years of experience in a performance based environment and/or college degree preferred

+ Possess leadership capabilities



**Were a culture that:**



+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-20013386



Manages People: No



Travel: No



Manager:



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 .

Industry

  • 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 - (Series 7 and Series 66 Required)

Bank of America
Lincoln, RI 02865

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