Consumer Investments - Investment Specialist Trainee; Obtain SIE Series

Pennington, New Jersey

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

We are committed to being a diverse and inclusive workplace, investing in our teammates and their families, and offering flexible work arrangements. Working at Bank of America provides opportunities to learn, grow, and make a meaningful impact. Join us!

This role involves providing phone-based services to clients, handling 20 to 30 inbound calls daily to address financial needs. Responsibilities include deepening client relationships by referring them to specialized sales teams, managing products, trading in self-directed accounts, and maintaining knowledge of chat and various financial products. Training is provided over 12 months to prepare for licensing exams including SIE, Series 7, and Series 66.

• Identify client needs and refer sales opportunities to appropriate teams.
• Complete training and obtain necessary licenses (SIE, Series 7, Series 66).
• Provide exceptional client service and support clients' financial goals.

• Client-focused with a positive team attitude.
• Self-motivated, goal-oriented, and able to multitask in a fast-paced environment.
• Effective communicator with sales and relationship management aptitude.
• Strong computer skills and willingness to pass licensing exams.
• Ambitious, disciplined, resilient, and eager to learn.

• Bachelor’s degree or 1-2 years of performance-based experience.
• Licenses such as SIE, Series 7, Series 66, and leadership capabilities.

• Trust building, customer service, objection handling, consulting, risk management, organization, critical thinking, conflict resolution, rapport building, active listening, customer focus, analytical thinking, attention to detail, decision making, emotional intelligence, result orientation, written communication, account management, adaptability, coaching, referral identification.

1st shift (U.S. based), 40 hours/week.

Bank of America is an equal opportunity employer and promotes a workplace free from discrimination and harassment. For more information, view the "Know your Rights" poster and the LA County Fair Chance Ordinance. We maintain a drug-free workplace and require compliance with our policies. Specific in-office attendance expectations will be communicated during onboarding, with accommodations available for disabilities or religious beliefs.