Investment Specialist: Licensing Track
Listed on 2026-09-30
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Finance & Banking
Banking & Finance, Financial Sales, Financial Advisor / Consultant, Wealth Management
Bank of America is seeking an Investment Specialist Trainee to provide phone-based service to relationship clients, handling 20–30 inbound calls daily and deepening client relationships by referring opportunities to specialists.
You will train toward SIE, Series 7 and Series 66 licenses, gain exposure to managed products and self-directed accounts, and pursue a long-term career in financial services with a fast-growing team.
This role, Future Investment Specialist:
Licensing Track at Bank of America, could be your next career step.
Consider building your career as a Future Investment Specialist:
Licensing Track at Bank of America.
The Future Investment Specialist:
Licensing Track position in the Finance, Sales field is open for applications.
We have an opening for a Future Investment Specialist:
Licensing Track in SD, United States within Finance, Sales.
This role, Future Investment Specialist:
Licensing Track at Bank of America, could be your next opportunity.
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