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

Job Description

This role provides phone‑based services for relationship jobs, handling multiple inbound service calls daily to solve financial needs. The representative serves as a central entry point into a fully licensed financial services career, referring clients to specialized sales teams and ensuring clients receive needs‑based solutions.
Responsibilities

Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialist and sales teams.
Focuses daily on service to sales with existing Merrill clients.
Provides exceptional client care, grows client relationships, and guides clients with needs‑based solutions that support financial goals.
Required Qualifications

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.
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.
Bachelor’s Degree in a related field or 1+ years of experience in a performance‑based environment.
Desired Qualifications

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.
Skills

Attention to Detail
Critical Thinking
Customer and Client Focus
Verbal Communications
Prioritization
Active Listening
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 and Hours

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