Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)

Bank of America • Towson, MD

1d • Onsite

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 the communities served. Bank of America maintains an in-office culture with specific requirements for office-based attendance, allowing for flexibility based on role-specific considerations. This particular job is responsible for providing phone-based services to relationship jobs, requiring the representative to take several inbound service calls daily to address financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations also involve managing products, trading in self-directed accounts, and maintaining knowledge on 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

• industry-leading benefits
• access to paid time off
• resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
• Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure

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