JobsUSAFinancial Services Representative - Retirement and Benefits
Company : Bank of America
Location : Fort Worth, TX, 76102
Posted Date : 15 September 2025
Job Details
Job Title
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
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.
Responsibilities:
- 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:
- Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
- 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
- Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Ability to handle confidential matters and sensitive information in a responsible manner
- Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives
- 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
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Ability to work under pressure
- Can learn and understand technology to assist clients with the latest in Digital and Digital banking
- Comfortable receiving ongoing performance feedback and coaching
- Ability to learn and adapt to new information and technology platforms
- Must be flexible to work various shifts which may include a weekend day
Skills:
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
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