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

Bank of America • Lincoln, NE

7d • $27 - $29 • Onsite

About The Position

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for 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 include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Requirements

• Must be a current Year Up intern with Bank of America
• 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
• Resources and support to our employees

What This Job Offers

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