Investment Specialist - Trade Elevation

Trade Elevation Senior Investment Specialists deliver phone based support to internal and external clients. The team is leveraged to manage frontline risk through answering inquiries regarding buying power, margin, investment products, trading, market mechanics and corporate action inquiries. The team also supports entering higher risk or uncommon trades which require greater expertise. In a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation and execution/confirmation of trade orders initiated by self-directed clients. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent).

According to JobzMall, the average salary range for a Investment Specialist - Trade Elevation in 2555 W Chandler Blvd, Chandler, AZ 85224, USA is $90,000 - $140,000 per year. Salaries can vary depending on experience, education, certifications, and other factors.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.