Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 & 66)

Bank of America Merrill Lynch

Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Phone-based client service
Client needs identification
Sales opportunity referral
Bank of America Merrill Lynch is seeking an Investment Specialist Trainee to provide phone-based financial services while obtaining required licensing (SIE, Series 7, and Series 66). The company emphasizes a culture of inclusivity, professional growth, and community impact

Job Summary

  • The role serves as a central entry point into a fully licensed financial services career by providing phone-based services to relationship managers.
  • Employees are expected to deepen client relationships by identifying needs and referring sales opportunities to specialized teams.
  • Bank of America is committed to an in-office culture with specific attendance requirements while supporting physical, emotional, and financial wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking an Investment Specialist Trainee to provide phone-based financial services while obtaining required licensing (SIE, Series 7, and Series 66). The company emphasizes a culture of inclusivity, professional growth, and community impact.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Phone-based client service
  • Client needs identification
  • Sales opportunity referral
  • Self-directed account trading
  • Product knowledge maintenance

Nice-to-have

  • Passion for excellence
  • Positive team attitude
  • Resilient and disciplined
  • Long-term career ambition
  • Inclusive workplace culture

Key Requirements

  • SIE, Series 7, and Series 66 licensing
  • High School Diploma or GED
  • Bachelor's degree preferred
  • Performance-based environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter