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

Job Overview

At Bank of America, we are guided by a common purpose to help make financial lives better. These responsibilities involve providing phone‑based services to relationship jobs, handling inbound service calls daily, and serving as a central entry point into a fully licensed financial services career.

• Identify clients’ needs and find appropriate solutions by referring sales opportunities to specialist and sales teams.
• Focus daily on service to sales with existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions.
• Manage products, engage in self‑directed account trading, and maintain knowledge on chat functionality and a wide variety of products.

• 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.

• Bachelor’s Degree in a 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.

Shift: 1st shift (United States of America). Hours per week: 40. Pay range: $26.92 - $29.33 hourly, determined by experience, education, and skill set.

This role is compensated with a base salary and is not incentive eligible.

Benefits:
Industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well’s‑being.

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