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Financial Service Representative- Retirement and Benefits Investment Specialist

Merrill Wealth Management
Pennington, New Jersey; Tampa, Florida; Scranton, Pennsylvania
Commensurate with Experience
Closing date
Jun 12, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. 

Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.

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 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. 

  • Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
  • Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
  • Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access  
  • Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Required Qualifications:
  • Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days​.
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
  • Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • Must be flexible to work various shifts; Monday - Sunday , 7:00 am - 10:00 pm EST; 40 hours per week

**1st and 2nd shifts **

Desired Qualifications:
  • Experience in a call center or a financial/banking center
  • Customer service experience
  • Understands Retirement plans and products
  • Knowledge of financial terms and concepts

  • Account Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Regulatory Compliance
  • Active Listening
  • Adaptability
  • Problem Solving
  • Risk Management
  • Attention to Detail
  • Business Acumen
  • Trading
  • Valuation Ethics and Practice Standards

Job Band:

1st shift (United States of America)

Hours Per Week:


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