Bank of America Investment Specialist Trainee (Opportunity to obtain Series 7 – Class of 2019) in Rolling Meadows, Illinois

Job Description:

Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques.

  • 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

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

  • Earn a competitive base salary with opportunities for performance-based bonuses 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 start a career at a fast-growing company that rewards hard work and dedication

  • Committed to earn the Series 7 & 66 securities licensed 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

Required Skills:

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

  • Communicate effectively

  • Strong computer skills with an ability to multitask in a fast paced environment

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

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

  • Bachelors degree is preferred, or 1-2 years relevant work experience

Preferred Skills:

  • Bachelors degree with graduation date between December 2018 and June 2019

  • Participation in the 2018 Advisor Development Summer Analyst Program

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

  • Capable of effectively operating in a team oriented and highly collaborative environment

  • Excellent interpersonal, leadership and oral/written communication skills

  • Capable of multi-tasking and working efficiently under stress and high volume

  • Previous knowledge of client account services

  • Demonstrated passion and interest in financial markets

  • Proven ability to meet and exceed productivity and quality monitoring goals

  • Financial services industry experience

Merrill Edge is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

Posting Date : 07/30/2018

Location :

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,

Jacksonville, FL, JACKSONVILLE 4, 4803 DEER LAKE DR W,

Rolling Meadows, IL, 1600 Golf Rd (IL3511),


Lincoln, RI, 670 GEORGE WASHINGTON HWY (RI1541),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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