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 through the power of every connection. This role focuses on delivering phone‑based services to relationship accounts, taking inbound service calls daily, and helping clients meet their financial needs through appropriate referrals.
Responsibilities

Identify clients’ needs and find proper solutions by referring sales opportunities to specialists and sales teams.
Deepen relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals.
Focus daily on service to sales with existing Merrill clients.
Manage products, trade in self‑directed accounts, 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.
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 the Series 7 and/or Series 66 licenses.
Leadership capabilities.
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, and referral identification.
Education & Experience

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
Work Schedule

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

Pay range: $26.92 - $29.33 hourly pay, determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible.
Benefits

This role is benefits eligible. The company provides industry‑leading benefits, access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of the business and the communities served.
EEO Statement

Bank of America is 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.

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