Bank of America
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Bank of America, Cockeysville, Maryland, United States, 21030
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Job Description: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.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.This role is responsible for phone-based service where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams.An Investment Specialist Trainee will:Identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams.Receive training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications.Focus daily on service to sales with existing Merrill clients.Provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.You’re the kind of person that has:Client-focused attitude with a passion for excellence and a positive team attitude.Self-motivation, goal orientation, and the ability to multitask in a fast-moving, performance-based environment.Ability to identify clients’ needs and find proper solutions.Effective communication skills with an aptitude for sales and relationship management.Strong computer skills.Preparedness to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.A desire to establish a long-term career in the financial services industry.Ambition, discipline, hard work, resilience, and a willingness to learn.You’ll be even more prepared if you have:A bachelor’s degree, or 1-2 years of experience in a performance-based environment.The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses.Leadership capabilities.Skills Used in this Role:Establishing TrustCustomer ServiceOvercoming ObjectionsConsultingRisk ManagementOrganizationCritical ThinkingConflict ResolutionBuilding RapportActive ListeningCustomer FocusAnalytical ThinkingShift:
1st shift (United States of America)Hours Per Week:
40
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Job Description: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.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.This role is responsible for phone-based service where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams.An Investment Specialist Trainee will:Identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams.Receive training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications.Focus daily on service to sales with existing Merrill clients.Provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.You’re the kind of person that has:Client-focused attitude with a passion for excellence and a positive team attitude.Self-motivation, goal orientation, and the ability to multitask in a fast-moving, performance-based environment.Ability to identify clients’ needs and find proper solutions.Effective communication skills with an aptitude for sales and relationship management.Strong computer skills.Preparedness to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.A desire to establish a long-term career in the financial services industry.Ambition, discipline, hard work, resilience, and a willingness to learn.You’ll be even more prepared if you have:A bachelor’s degree, or 1-2 years of experience in a performance-based environment.The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses.Leadership capabilities.Skills Used in this Role:Establishing TrustCustomer ServiceOvercoming ObjectionsConsultingRisk ManagementOrganizationCritical ThinkingConflict ResolutionBuilding RapportActive ListeningCustomer FocusAnalytical ThinkingShift:
1st shift (United States of America)Hours Per Week:
40
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