FGB’ers working at Merrill rated their manager’s support a 4.5/5
After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
At Bank of America, we’re 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. 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 Retirement & Benefits Investment Specialist is the ideal role for you.
You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
The Retirement & Benefits Investment Specialist 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; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a Retirement & Benefits Investment Specialist, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include a focus on servicing corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans) 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 Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 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.
We’ll help you
Develop the knowledge and skills you need to deliver world-class client care
Get training and one-on-one coaching from academy managers who are invested in your success.
Develop techniques to confidently engage with clients by telephone
Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 63 licenses through scheduled study time, in depth online resources, and on-site coaching
Continue to learn and grow in a culture where growth and career advancement are a priority
As a Retirement & Benefits Investment Specialist, 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.
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access
Proactively identifying and escalating risks and seeking opportunities to improve the client experience
You’re 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
Is an effective communicator with an aptitude for relationship management
Has strong computer skills
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 63.
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.
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
We’re 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.
2nd shift (United States of America)
Hours Per Week:
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue their goals by uncovering client concerns and priorities and helping them develop portfolios that align with what they want to achieve, including planning for retirement, ...