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

Bank of America (GHR)

Pennington, United States
Base: $26.92 - $29.33 hourly; bonus/equity: not sp...
Client-focused service
Phone-based inbound calls
Financial needs solutions
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs

Job Summary

  • This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
  • These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.

Salary

Base: $26.92 - $29.33 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client-focused service
  • Phone-based inbound calls
  • Financial needs solutions
  • Referral to sales teams
  • Trading in self-directed accounts

Nice-to-have

  • Passion for excellence
  • Positive team attitude
  • Aptitude for sales
  • Relationship management
  • Ambitious and disciplined

Key Requirements

  • Must pass SIE, Series 7, Series 66 exams
  • Bachelor's degree or 1-2 years experience
  • SIE or other financial licenses

Work Rights

Not specified

Tailored Resume

Cover Letter