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

This role provides phone-based services to relationship jobs where the representative is expected to handle several inbound service calls daily to resolve financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. The role includes managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• 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 the financial goals

• Client-focused with a passion for excellence and a positive team attitude
• Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
• Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Effective communicator with an aptitude for sales and relationship management
• Strong computer skills
• Is 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
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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