Financial Service Representative- Retirement and Benefits...

3 Months ago

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Job Description

The Financial Service Representative- Retirement and Benefits position at Bank of America requires servicing corporate-sponsored plans such as retirement and benefit plans. Responsibilities include providing exceptional client care, growing client relationships, and guiding clients towards financial goals. Successful applicants must pass the SIE exam and obtain Series 7 and Series 63 licenses within 240 days. The role involves trading various investment instruments, handling inquiries, managing risk, and offering solutions to improve clients' financial lives.

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc


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