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Investment Specialist - Overnight Shift - opportunity to earn Series 7

Chandler, AZ, United States

Job number: 18000065

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Job Description:

Merrill Edge Investment Specialist

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

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.

Required Skills & Abilities

  • 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 & Abilities:

  • 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

Enterprise Role Overview

The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring Series 7 & 66, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Investment Specialist.

Watch our video to learn more about the incredible opportunities within Merrill Edge:

Posting Date: 01/11/2018

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,
- United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Must be available 7pm-6:30am Tuesday-Friday

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