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 will support the 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 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
• Branding
• Coaching
• Referral Identification

Benefits

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Pay

Details about pay are not specified in the job description.

Schedule

The shift is 1st shift (United States of America) with hours per week of 40.