Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Bank of America · Charlotte, NC · 2 wk ago
FinanceFull-time
Responsibilities
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialists 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 that support financial goals.
Requirements
- Client-focused with a passion for excellence and a positive team attitude.
- Self-motivated, goal-oriented, and can multitask in a fast-moving, performance-based environment.
- Able to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams.
- Effective communicator with an aptitude for sales and relationship management.
- Strong computer skills.
- Prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
- Ambitious, disciplined, hardworking, resilient, and willing to learn.
Qualifications
- Bachelor’s Degree in 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 the Series 66 licenses.
Skills
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Verbal Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience
- Brand Awareness
- Coaching
- Referral Identification
Pay
Details not specified.
Schedule
Shift: 1st shift (United States of America)
Hours Per Week: 40