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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world, and we are committed to an inclusive workplace with competitive benefits to support physical, emotional, and financial well‑being.
Responsibilities

Provide phone‑based services to relationship roles, taking 20–30 inbound service calls daily to solve for financial needs.
Identify clients’ needs and find proper solutions, referring sales opportunities to specialist and sales teams.
Receive training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications.
Focus daily on service to sales with existing Merrill clients.
Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals.
Act as a central entry point into a fully licensed financial services career.
Required Qualifications

Is client‑focused with a passion for excellence and a positive team attitude.
Is self‑motivated, goal‑oriented, and able to multitask in a fast‑moving, performance‑based environment.
Has the ability to identify clients’ needs and find proper solutions, referring sales opportunities to specialist and sales teams.
Is an effective communicator with an aptitude for sales and relationship management.
Has strong computer skills.
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
Wants to establish a long‑term career in the financial services industry at a fast‑growing company that rewards hard work and dedication.
Is ambitious, disciplined, hardworking, resilient, and willing to learn.
Desired Qualifications

A bachelor’s degree, or 1–2 years of experience in a performance‑based environment.
The 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 in this Role

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
Shift & Hours

Shift: 1st shift (United States of America)
Hours Per Week: 40
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Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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