Consumer Investments - Investment Specialist Trainee (...

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammatesu2019 physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us Job Description: 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 to relationship role 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. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): u2022 Identifies clientsu2019 needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams u2022 Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications u2022 Focuses daily on service to sales with existing Merrill clients u2022 Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals Youu2019re the kind of person that (required skills): u2022 Is client-focused with a passion for excellence and a positive team attitude. u2022 Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance u2013based environment. u2022 Has the ability to identify clientsu2019 needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. u2022 Is an effective communicator with an aptitude for sales and relationship management u2022 Has strong computer skills u2022 Is prepared to pass licensing exams u2013 Security Industry Essentials (SIE) and Series 7 and Series 66. u2022 Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. u2022 Is ambitious, disciplined, hardworking, resilient and willing to learn. Youu2019ll be even more prepared if you have (desired skills): u2022 A bacheloru2019s degree, or 1-2 years of experience in a performance-based environment. u2022 The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. u2022 Leadership capabilities. Skills Used in this Role: u2022 Establishing Trust u2022 Customer Service u2022 Overcoming Objections u2022 Consulting u2022 Risk Management u2022 Organization u2022 Critical Thinking u2022 Conflict Resolution u2022 Building Rapport u2022 Active Listening u2022 Customer Focus u2022 Analytical Thinking Additional Skills: u2022Attention to Detail u2022Critical Thinking u2022Customer and Client Focus u2022Oral Communications u2022Prioritization u2022Active Listening u2022Decision Making u2022Emotional Intelligence u2022Result Orientation u2022Written Communications u2022Account Management u2022Adaptability u2022Client Experience Branding u2022Coaching u2022Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the

Created: 2025-09-10