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

Bank of America

Lincoln, RI, US
Base: $26.92 - $29.33 hourly; bonus/equity: not sp...
On-site
Client-focused with a passion for excellence
Self-motivated and goal-oriented
Ability to identify client needs
Bank of America is seeking an Investment Specialist Trainee in Lincoln, RI, to provide phone-based financial services while working towards obtaining the necessary licenses (SIE, Series 7, and Series 66). The role focuses on client relationship-building, service-to-sales strategies, and supporting clients' financial goals in a fast-paced, performance-driven environment

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.
  • Focuses daily on service to sales with existing Merrill clients and provides exceptional client care, growing client relationships.
  • This role is currently benefits eligible, providing industry-leading benefits, access to paid time off, resources and support to our employees.

Matching Summary

Match Score: 85

Bank of America is seeking an Investment Specialist Trainee in Lincoln, RI, to provide phone-based financial services while working towards obtaining the necessary licenses (SIE, Series 7, and Series 66). The role focuses on client relationship-building, service-to-sales strategies, and supporting clients' financial goals in a fast-paced, performance-driven environment.

Salary

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

Skills & Requirements

Must-have

  • Client-focused with a passion for excellence
  • Self-motivated and goal-oriented
  • Ability to identify client needs
  • Effective communicator with sales aptitude
  • Strong computer skills
  • Desire for a long-term financial services career

Nice-to-have

  • Client experience branding
  • Leadership capabilities
  • Adaptability
  • Emotional intelligence

Key Requirements

  • Pass SIE, Series 7, and Series 66 licensing exams
  • High School Diploma / GED / Secondary School or equivalent
  • Bachelor’s Degree or 1+ years of experience in a performance-based environment (Desired)

Work Rights

Not specified

Tailored Resume

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