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

Bank of America • Chandler, AZ

2d • Onsite

About The Position

At Bank of America, the Investment Specialist Trainee provides phone-based services to relationship clients, taking inbound service calls to address financial needs. The role deepens client relationships by referring clients to specialized sales teams and serves as an entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge of chat functionality and a wide variety of products.

The position focuses on service to sales with existing Merrill clients, delivering exceptional client care, growing client relationships, and guiding clients toward needs-based solutions that support their financial goals. The trainee is expected to obtain the SIE, Series 7, and Series 66 licenses. Bank of America describes its culture as guided by Responsible Growth, inclusion, teammate development and wellness, and an in-office culture with role-specific flexibility.

Requirements

• Client-focused, with a passion for excellence and a positive team attitude.
• Self-motivated and goal-oriented, with the ability to multitask in a fast-moving, performance-based environment.
• Able to identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist and sales teams.
• Effective communicator with an aptitude for sales and relationship management.
• Strong computer skills.
• Prepared to pass the SIE, Series 7, and Series 66 licensing exams.
• Desire to establish a long-term career in the financial services industry.
• Ambitious, disciplined, hardworking, resilient, and willing to learn.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

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

Responsibilities

• Identify clients’ needs and find appropriate solutions, referring sales opportunities to specialists and sales teams.
• Focus daily on service to sales with existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients with 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