Financial Services Advisor Trainee
Job in
Stillwater, Payne County, Oklahoma, 74074, USA
Listed on 2026-07-18
Listing for:
94-1687665 Bank of America, National Association
Apprenticeship/Internship
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a phone-based client service specialist focused on deepening relationships with Merrill clients. The role involves handling inbound service calls, referring opportunities to specialists, and supporting a wide range of financial products.
Candidates should be ready to pass licensing exams (SIE, Series 7, Series 66) and pursue long-term careers in financial services. This role emphasizes in-office attendance with role-based flexibility and strong client-care skills.
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