Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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
• Ability to identify clients’ needs and find proper solutions 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
• Likely to have 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

Benefits

• Great Place to Work culture
• Flexible benefits
• Opportunities for career growth

Pay

• Competitive compensation package

Schedule

• 1st shift (United States of America)
• 40 hours per week