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

Job Overview

This phone‑based service rep engages with existing Merrill clients, identifies their financial needs, and refers opportunities to specialized sales teams. The role requires client‑focused communication, multitasking, and preparation for industry licensing exams.
Responsibilities

Identify clients’ needs and find proper solutions, referring sales opportunities to specialists.
Focus daily on service to sales with existing Merrill clients.
Provide exceptional client care, grow relationships, and guide clients with needs‑based solutions to 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 aptitude for sales and relationship management.
Strong computer skills.
Prepared to pass licensing exams – SIE, Series7, and Series66.
Desire to establish a long‑term career in financial services at a fast‑growing company that rewards hard work.
Ambitious, disciplined, hardworking, resilient, and willing to learn.
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 Series7 and/or Series66.
Leadership capabilities.
Core 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.
Education Requirement

High School Diploma / GED / Secondary School or equivalent.
Work Details

Shift: 1st shift (United States). Hours per week: 40. Location: 540W Madison St – Bank of America Plaza, Chicago, IL.
Compensation

Pay range: $26.92–$29.33 per hour, based on experience, education, and skill set. Predictable pay; base salary only (no incentive).
Benefits

Benefits eligible, including industry‑leading benefits, paid time off, and resources to support well‑being.
Legal Statements

We are an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or other protected status. For more information, see the bank’s privacy statement.
Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

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