Bank of America Financial Solutions Consultant in Hunt Valley, Maryland

Job Description:

Enterprise Description

​Enterprise Relationship Consultants provide ongoing service to self-directed clients in a call center environment. They may also handle advised clients with a legacy asset exemption. They are reactive sales staff responsible for executing and confirming securities transactions initiated by retail clients and providing assistance to clients on request. Employees provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are: Series 7, 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  • Exciting opportunity to make a meaningful difference in the financial lives of others

  • Deepen client relationships by delivering world-class customer care and investment expertise

  • Learn to deliver comprehensive financial solutions to meet the needs of clients

  • Earn a competitive base salary with opportunities for uncapped earning potential and career growth in a fast-pace culture

The Ideal Candidate is

  • Highly self-motivated and goal-orientated

  • Client-focused with a passion for excellence and positive team attitude

  • Eager to join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁

  • Committed to earn the Series 7 & 66 securities licenses within 90-120 days


  • Nationally recognized New Hire Training Program, with 4-5 months of full time paid training

  • Pay for performance bonuses

  • Top tier benefits through Bank of America – such as 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time

  • Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational

Enterprise Relationship Consultants work with Merrill Edge clients and focus on servicing, deepening banking and investment relationships with Mass Affluent customers; clients with less than $250k in investable assets. ERCs work with customers to service their investment and banking relationship, understand their financial goals and needs and presenting and implementing meaningful financial solutions to meet those needs. The trainee will directly report to a New Hire Manager during the duration of their time as a trainee.

Watch the Merrill Edge Academy Video at to get a great understanding of Merrill Edge prior to applying!

Required Skills: " MUST " have these skills to be minimally qualified.

  • Series 7 and 66 required, if not currently held, must be obtained within 120 days

  • Demonstrated passion and interest in financial markets

  • Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

  • Strong analytical and organizational skills

  • Detail oriented, with good follow-up skills

  • Strong interpersonal skills

  • Ability to multi-task in a dynamic environment

  • Requires basic knowledge of the organization, products and/or services

  • Excellent verbal and written communication skills

  • Must be technologically savvy and able to quickly learn new systems

  • Ability to adapt and seek solutions for customers in a fast-paced environment

  • Must be flexible to work assigned shift within center hours of operation

  • Strong desire for point of call resolution and a focus on client satisfaction

  1. J.D. Power 2016 Certified Contact Center ProgramSM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit

Posting Date : 05/31/2017

Location : US-MD-Hunt Valley

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Must be flexible to work between hours of operation - 8 am to 7 pm EST Monday - Saturday

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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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