Investment Specialist: Licensing Track
Listed on 2026-09-20
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Finance & Banking
Banking & Finance, Wealth Management, Financial Advisor / Consultant, Financial Sales
Bank of America is seeking an Investment Specialist Trainee to provide phone-based service to relationship clients, handling 20–30 inbound calls daily and deepening client relationships by referring opportunities to specialists.
You will train toward SIE, Series 7 and Series 66 licenses, gain exposure to managed products and self-directed accounts, and pursue a long-term career in financial services with a fast-growing team.
This is a genuine role to take on the Future Investment Specialist:
Licensing Track role at Bank of America.
For the Future Investment Specialist:
Licensing Track position at Bank of America, we are reviewing applications now.
Step into the Future Investment Specialist:
Licensing Track role at Bank of America in SD, United States and grow with us.
Please review the full job details above before applying.
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