Investment Specialist Trainee
Bank of America
About the Role
This job is responsible for providing phone-based services to clients, handling inbound service calls to address financial needs. The role focuses on deepening client relationships by referring them to specialized sales teams and serves as an entry point into a fully licensed financial services career.
Key Responsibilities
- Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialist and sales teams.
- Focuses daily on service to sales with existing Merrill clients.
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions to support financial goals.
- Manages products and trading in self-directed accounts.
- Maintains knowledge on chat functionality and a wide variety of products.
Requirements & Tech Stack
- Security Industry Essentials (SIE)
- Series 7
- Series 66
- Strong computer skills
Qualifications
- Client-focused with a passion for excellence and a positive team attitude.
- Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment.
- Ability to identify clients’ needs and find proper solutions by referring sales opportunities to specialist and sales teams.
- Effective communicator with an aptitude for sales and relationship management.
- Prepared to pass licensing exams – Security Industry Essentials (SIE), Series 7, and Series 66.
- Desire to establish a long-term career in the financial services industry.
- Ambitious, disciplined, hardworking, resilient, and willing to learn.
- High School Diploma / GED / Secondary School or equivalent is the minimum education requirement.
Desired Qualifications:
- Bachelor’s Degree in a related field or 1+ years of experience in a performance-based environment.
- FINRA Security Industry Essentials (SIE) or other financial services licenses, and interest in pursuing the Series 7 and/or Series 66 licenses.
- Leadership capabilities.
Skills
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
Shift: 1st shift
Hours Per Week: 40