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

Job Overview

This role provides phone-based services to relationship clients, handling 20–30 inbound service calls daily to solve financial needs. The representative refers clients to specialized sales teams, serving as a central entry point into a fully licensed financial services career.
Responsibilities

Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications.
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 their financial goals.
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.
Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialists and sales teams.
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.
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 the Series 66 licenses.
Leadership capabilities.
Skills Used

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
Education & Work Hours

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Compensation & Benefits

Pay range: $26.92 – $29.33 hourly, offers to be determined based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits are available and include paid time off and other resources to support employees.

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