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.

Job Overview
This role provides phone‑based services to relationship clients, taking 20 to 30 inbound service calls daily to solve for financial needs. Representatives are trained on managed products, trading in self‑directed accounts, chat functionality and 529 products over a 12‑month timeframe. The role acts as a central entry point into a fully licensed financial services career, allowing representatives to deepen relationships by referring clients to specialized sales teams.

Responsibilities

Identify clients’ needs and find proper solutions by referring sales opportunities to specialist and sales teams.

Receive training through a licensing/study program, ultimately earning SIE, Series 7 and Series 66 certifications.

Focus daily on service to sales with existing Merrill clients.

Provide exceptional client care, growing client relationships and guiding clients with needs‑based solutions that support their financial goals.

Qualifications (Required)

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) and Series 7 and Series 66.

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.

Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses.

Leadership capabilities.

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

Additional Skills

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Prioritization

Active Listening

Decision Making

Emotional Intelligence

Result Orientation

Written Communications

Account Management

Adaptability

Client Experience Branding

Coaching

Referral Identification

Shift and Hours
Shift: 1st shift (United States of America)
Hours Per Week: 40

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