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

Job Overview

At Bank of America, we are guided by a common purpose to help make financial lives better. These responsibilities involve providing phone‑based services to relationship jobs, handling inbound service calls daily, and serving as a central entry point into a fully licensed financial services career.
Responsibilities

Identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist 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.
Manage products, engage in self‑directed account trading, and maintain knowledge on chat functionality and a wide variety of products.
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.
Desired Qualifications

Bachelor’s Degree in a 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.
Additional Information

Shift: 1st shift (United States of America). Hours per week: 40. Pay range: $26.92 - $29.33 hourly, determined by experience, education, and skill set.
This role is compensated with a base salary and is not incentive eligible.
Benefits: Industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well’s‑being.
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