Consumer Investments - Investment Specialist Trainee (obtain Sie Series 7 & 66)
Bank of America (GHR)
Not specified; not specified; not specified
Office-based with flexible attendance requirements.
Phone-based client service delivery
Referral of sales opportunities to specialists
Knowledge of self-directed trading accounts
Bank of America is seeking an Investment Specialist Trainee to provide phone-based financial services and deepen client relationships. The role requires strong communication skills, multitasking capabilities, and a commitment to pursuing financial industry licensing
Job Summary
This role serves as a central entry point into a fully licensed financial services career by providing phone-based services to clients.
The position focuses on deepening relationships with existing Merrill clients by identifying needs and referring them to specialized sales teams.
Bank of America offers an inclusive workplace culture committed to responsible growth and supporting teammate wellness.
Matching Summary
Match Score: 85
Bank of America is seeking an Investment Specialist Trainee to provide phone-based financial services and deepen client relationships. The role requires strong communication skills, multitasking capabilities, and a commitment to pursuing financial industry licensing.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Phone-based client service delivery
Referral of sales opportunities to specialists
Knowledge of self-directed trading accounts
Strong oral and written communication skills
Ability to multitask in fast-paced environment
Nice-to-have
Passion for excellence and positive team attitude
Leadership capabilities and coaching skills
Resilience and willingness to learn
Emotional intelligence and adaptability
Interest in long-term financial services career
Key Requirements
Must pass SIE, Series 7, and Series 66 licensing exams
High School Diploma or GED required
Bachelor's degree or 1+ years performance-based experience preferred