Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
About The Position
At Bank of America, the company is guided by a common purpose to help make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing exceptional talent, supporting teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in communities. Bank of America maintains an in-office culture with specific attendance requirements, allowing for appropriate flexibility. This job is responsible for providing phone-based services to relationship jobs, requiring the representative to handle several inbound service calls daily to address financial needs. Key responsibilities include deepening client relationships by referring them to specialized sales teams and serving as a central entry point into a fully licensed financial services career. The role also involves managing products, trading in self-directed accounts, and maintaining knowledge of chat functionality and a wide variety of products.
Requirements
- Must currently reside in BQ231 (Financial Service Representative I)
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
- Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Ambitious, disciplined, hardworking, resilient and willing to learn
Nice To Haves
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment
- FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
- Leadership capabilities
Responsibilities
- Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
Benefits
- access to paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
