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

Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faced approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Responsibilities

Provide phone‑based services to relationship jobs, taking 20–30 inbound service calls daily to solve for financial needs.

Deepen client relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial‑services career.

Manage products, trade in self‑directed accounts, and maintain knowledge on chat functionality, 529 products and other broad product range.

Act as the first contact for clients and guide them with needs‑based solutions that support their financial goals.

Participate in a licensing/study program, ultimately earning SIE, S7 and S66 certifications.

Qualifications
Required Skills

Client‑focused with a passion for excellence and a positive team attitude.

Self‑motivated, goal‑oriented, and able to multitask in a fast‑moving, performance‑based environment.

Effective communicator with an aptitude for sales and relationship management.

Strong computer skills.

Prepared to pass licensing exams: Security Industry Essentials (SIE), Series 7, and Series 66.

Wants 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.

Desired Skills

A bachelor’s degree, or 1–2 years of experience in a performance‑based environment.

Existing SIE or other financial‑services licenses with interest in pursuing Series 7 and/or Series 66.

Leadership capabilities.

Key Skills Used in this Role

Establishing trust

Customer service

Overcoming objections

Consulting

Risk management

Organization

Critical thinking

Conflict resolution

Building rapport

Active listening

Customer focus

Analytical thinking

Attention to detail

Decision making

Emotional intelligence

Result orientation

Written communications

Account management

Adaptability

Client experience branding

Coaching

Referral identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay range: $26.92–$29.33 hourly, determined based on experience, education, and skill set. Role is compensated with a base salary and is not incentive eligible.

Benefits: Industry‑leading benefits, access to paid time off, resources, and support for employees to make a genuine impact and contribute to sustainable growth.

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