Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 66)
Bank of America
Not specified; not specified; competitive benefits...
Fully remote
Phone-based inbound service calls
Client relationship management
Referral to specialist sales teams
This role serves as a central entry point into a fully licensed financial services career by providing phone-based services to relationship clients
Job Summary
This role serves as a central entry point into a fully licensed financial services career by providing phone-based services to relationship clients.
Representatives are expected to take 20 to 30 inbound service calls daily to solve financial needs and refer opportunities to specialized sales teams.
The company offers a 12-month training program to earn SIE, Series 7, and Series 66 certifications while supporting physical, emotional, and financial well-being.
Matching Summary
This role serves as a central entry point into a fully licensed financial services career by providing phone-based services to relationship clients.
Salary
Not specified; Not specified; Competitive benefits included
Skills & Requirements
Must-have
Phone-based inbound service calls
Client relationship management
Referral to specialist sales teams
Self-directed account trading knowledge
Chat functionality proficiency
Nice-to-have
Passion for excellence and positive attitude
Ability to multitask in fast-paced environment
Strong computer skills
Ambitious and resilient personality
Leadership capabilities
Key Requirements
Obtain SIE, Series 7, and Series 66 certifications
Bachelor's degree or 1-2 years performance-based experience