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

Overview

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. Our commitment to an inclusive workplace and the well‑being of our teammates supports a culture of performance and impact.

• Identify clients’ needs and find proper solutions by referring sales opportunities to specialists and sales teams.
• Focus daily on servicing sales with existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals.

• Must be a current Year Up intern with Bank of America.
• 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.
• 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.

• 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.
• Leadership capabilities.

• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40