Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)

Bank of America • Chandler, AZ

4d • Onsite

About The Position

This role provides phone-based services to clients, including handling multiple inbound service calls each day to address financial needs. The Investment Specialist Trainee helps deepen client relationships by identifying needs, providing needs-based solutions, and referring sales opportunities to specialist and sales teams. The position focuses on service-to-sales support for existing Merrill clients and serves as an entry point into a fully licensed financial services career. Responsibilities also include managing products, trading in self-directed accounts, and maintaining knowledge of chat functionality and a wide variety of products.

Requirements

• Be client-focused, with a passion for excellence and a positive team attitude.
• Be self-motivated and goal-oriented, with the ability to multitask in a fast-moving, performance-based environment.
• Be able to identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist and sales teams.
• Have effective communication skills and an aptitude for sales and relationship management.
• Have strong computer skills.
• Be prepared to pass the Security Industry Essentials (SIE), Series 7, and Series 66 licensing exams.
• Desire to establish a long-term career in the financial services industry.
• Be ambitious, disciplined, hardworking, resilient, and willing to learn.
• Have a high school diploma, GED, secondary school credential, or equivalent.

Nice To Haves

• Bachelor’s degree in a related field or at least 1 year of experience in a performance-based environment.
• FINRA Security Industry Essentials (SIE) or other financial services licenses, with interest in pursuing the Series 7 and/or Series 66 licenses.
• Leadership capabilities.

Responsibilities

• Identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist and sales teams.
• Focus daily on service-to-sales support for existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients toward needs-based solutions that support their financial goals.
• Manage products and trade in self-directed accounts.
• Maintain knowledge of chat functionality and a wide variety of products.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED