Investment Specialist Trainee: Client Solutions & Licenses
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking an in-office, 40-hour per week role focused on high-quality client service and proactive referrals. The representative deepens client relationships by guiding needs-based solutions through licensed products and specialist teams.
Candidates should be client-focused, collaborative, and prepared to pass SIE and Series exams with a view to pursuing Series 7/66 licenses. Office attendance is required in a fast-paced environment.
For the Investment Specialist Trainee:
Client Solutions & Licenses position at Bank of America, we are reviewing applications now.
The Investment Specialist Trainee:
Client Solutions & Licenses role at Bank of America is now open for applications in Charlotte, NC, United States.
Join us at Bank of America as our next Investment Specialist Trainee:
Client Solutions & Licenses in Charlotte, NC, United States.
We are currently recruiting a Investment Specialist Trainee:
Client Solutions & Licenses for our team in Charlotte, NC, United States.
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