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

Bank of America

Chandler, USA
Client needs identification
Referral to sales teams
Exceptional client care
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.
  • The company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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.

Skills & Requirements

Must-have

  • Client needs identification
  • Referral to sales teams
  • Exceptional client care
  • Performance-based environment
  • Computer skills

Nice-to-have

  • Passion for excellence
  • Positive team attitude
  • Ambitious and disciplined
  • Resilient and willing to learn
  • Leadership capabilities

Key Requirements

  • Pass SIE, Series 7 & 66 exams
  • High School Diploma / GED
  • 1+ years performance-based experience (desired)
  • Bachelor's Degree (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter