Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Responsibilities:
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Receives training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications.
- 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 their financial goals.
Minimum Requirements:
- 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.
- 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.
- Ambitious, disciplined, hardworking, resilient, and willing to learn.
Desired Skills:
- A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
- The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
- Leadership capabilities.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency Details:
Pay range $23.08 - $25.48 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible.
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