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

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

Apply for the Consumer Investments - Investment Specialist Trainee role at Bank of America.

At Bank of America, our purpose is to help make financial lives better through the power of connection. We champion Responsible Growth by creating a diverse, inclusive workplace that offers competitive benefits and flexibility to support physical, emotional, and financial well‑being.

This role provides phone‑based services to relationship clients, taking 20–30 inbound calls daily to resolve financial needs. Representatives are expected to deepen relationships by referring clients to specialized sales teams and serve as the central entry point for a fully licensed financial services career. The position involves managing products, trading in self‑directed accounts, and maintaining knowledge on chat functionality and a variety of products.

• Identify clients’ needs and find proper solutions by referring sales opportunities to specialist and sales teams.
• Receive training through the licensing/study program, ultimately earning SIE, Series 7, and Series 66 certifications.
• Focus daily on service and sales with existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals.

• 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 recommend solutions through referrals to specialist 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), Series 7, and Series 66.
• Desire to establish a long‑term career in the financial services industry at a fast‑growing company.
• Ambitious, disciplined, hardworking, resilient, and willing to learn.

• A bachelor’s degree, or 1–2 years of experience in a performance‑based environment.
• Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing Series 7 and/or Series 66 licenses.
• Leadership capabilities.

• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking

• 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

1st shift (United States of America)

40

• Internship

• Full‑time

• Finance and Sales

• Banking