Investment Specialist Trainee at Bank of America providing phone-based financial services. Focused on deepening client relationships and earning financial certifications over training period.
Responsibilities
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
Focuses daily on service to sales with existing Merrill clients
Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
Requirements
Must be a current Bank of America Year Up intern with good performance history
Is client-focused with a passion for excellence and a positive team attitude
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment
Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Is ambitious, disciplined, hardworking, resilient and willing to learn
Benefits
Industry-leading benefits
Access to paid time off
Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
Job title
Investment Specialist Trainee, Obtain SIE Series 7, 66
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