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Investment Specialist Trainee (Overnight 3rd Shift)Rolling Meadows, IllinoisJob Description: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’re looking to provide care and guidance for our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement. If you’re interested in growing a long-term career in finance, passionate about developing strong relationships with clients, looking to enhance your professional credentials by earning an industry license, and wanting to learn more about markets, trading and investments, the Merrill Investment Specialist Trainee is the ideal role for you.The Investment Specialist Trainee 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 from our award-winning Academy; along with hands-on practice and personalized coaching to develop the knowledge, skills and behaviors you’ll need to be successful. As an Investment Specialist Trainee, you’ll work in a phone-based environment from a Merrill Contact Center. Your responsibilities include a focus on service to sales with existing Merrill clients, by providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, on-going support and feedback you’ll 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 Academy’s Licensing Program provides you with the coaching and guidance you’ll need to obtain your industry licenses (Security Industry Essentials [SIE], Series 7 and Series 66 licensing – or Series 63 & 65). These credentials, along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill, including licensed roles in Specialized Trade and Deepening, Advice Delivery, Sales or Relationship Management.We’ll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested in your success. Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide. Develop techniques to confidently engage with clients by telephone. Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons, in-depth online resources, and on-site coaching while also maintaining the opportunity to earn variable compensation. Continue to learn and grow in a culture where growth and career advancement are a priority.As an Investment Specialist Trainee, 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. The opportunity to earn additional quarterly incentive compensation based on various referral metrics. Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.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.Job Band:H6Shift:3rd shift (United States of America)Hours Per Week:40Weekly Schedule:Availability: 4 days approximately 10:00pm-8:00am, Saturday/Sunday/Monday/Tuesday or Tuesday/Wednesday/Thursday/FridayReferral Bonus Amount:2000Job Description: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’re looking to provide care and guidance for our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement. If you’re interested in growing a long-term career in finance, passionate about developing strong relationships with clients, looking to enhance your professional credentials by earning an industry license, and wanting to learn more about markets, trading and investments, the Merrill Investment Specialist Trainee is the ideal role for you.The Investment Specialist Trainee 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 from our award-winning Academy; along with hands-on practice and personalized coaching to develop the knowledge, skills and behaviors you’ll need to be successful. As an Investment Specialist Trainee, you’ll work in a phone-based environment from a Merrill Contact Center. Your responsibilities include a focus on service to sales with existing Merrill clients, by providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, on-going support and feedback you’ll 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 Academy’s Licensing Program provides you with the coaching and guidance you’ll need to obtain your industry licenses (Security Industry Essentials [SIE], Series 7 and Series 66 licensing – or Series 63 & 65). These credentials, along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill, including licensed roles in Specialized Trade and Deepening, Advice Delivery, Sales or Relationship Management.We’ll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested in your success. Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide. Develop techniques to confidently engage with clients by telephone. Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons, in-depth online resources, and on-site coaching while also maintaining the opportunity to earn variable compensation. Continue to learn and grow in a culture where growth and career advancement are a priority.As an Investment Specialist Trainee, 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. The opportunity to earn additional quarterly incentive compensation based on various referral metrics. Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.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.Shift:3rd shift (United States of America)Hours Per Week:40Learn more about this roleFull timeJR-22071173Band: H6Manages People: NoTravel: NoManager:Talent Acquisition Contact:Kelsey Burns [C]Referral Bonus:2000Bank 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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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 America’s Drug-free workplace and alcohol policy, CLICK HERE .
