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Merrill Relationship Consultant - Life Services Team (Series 7 Required)

Bank of America

Rolling Meadows, IL 60008
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Job Details

Merrill Relationship Consultant - Life Services Team (Series 7 Required)

Rolling Meadows, Illinois

**Job Description:**

**Merrill Edge Life Services Team (LS) Relationship Consultants** guide clients and beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client and being the dedicated point of contact, our Consultants are able to engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. Our Consultants are industry and market-aware, demonstrating a strong knowledge of investments and ability to leverage the Bank of America and Merrill model in their interactions with clients. Our Consultants own the entire process and experience for the client or beneficiary, from relationship management to trading to consolidating assets.

If you want an opportunity to make an impact on a clients life and be a part of a highly collaborative team, while working towards a competitive variable compensation, this is the role for you.

And, if you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, Bank of America is the company for you.

**Well help you:**

+ Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.

+ Demonstrate knowledge of investments, financial markets by applying key principles appropriately.

+ Fully understand enterprise products and services to align to clients needs

+ Consistently identify opportunities and engage key partners as needed

+ Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank 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 at .

To view the "EEO is the Law" Supplement, CLICK HERE at .

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 Americas Drug-free workplace and alcohol policy, CLICK HERE .

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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