Investment Specialist Trainee: Launch Finance Career
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance, Finance Assistant
Bank of America seeks an Investment Specialist Trainee to provide phone-based service to relationship clients in New Jersey. Trainees will handle inbound calls, deepen client relationships, and refer opportunities to specialized sales teams as they progress toward licensing exams.
The role includes training for SIE, S7, and S66 and a path into a fully licensed financial services career, with support for growth and flexible work considerations.
This role is for the Investment Specialist Trainee:
Launch Your Finance Career role at Bank of America.
We would love to welcome a new Investment Specialist Trainee:
Launch Your Finance Career to our team in Pennington, NJ, United States.
For the Investment Specialist Trainee:
Launch Your Finance Career position at Bank of America, we are reviewing applications now.
Step into the Investment Specialist Trainee:
Launch Your Finance Career role at Bank of America in Pennington, NJ, United States and grow with us.
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