Investment Specialist Trainee

At Bank of America, the goal is to help make financial lives better through the power of every connection, driving Responsible Growth for clients, teammates, communities and shareholders.

Bank of America is committed to an in-office culture, with specific requirements for office-based attendance and an appropriate level of flexibility based on role-specific considerations.

Job Description

This role provides phone-based service to relationship teams. The representative takes several inbound service calls daily to address financial needs. Key duties include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Expectations include managing products, trading in self-directed accounts, and staying current on chat functionality and a wide range of products.

Responsibilities

• Identify client needs and find suitable solutions by referring sales opportunities to specialist and sales teams
• Focus daily on service to sales with existing Merrill clients
• Deliver exceptional client care, grow client relationships, and guide clients with needs-based solutions that support their financial goals

Required Qualifications

• Client-focused, with a passion for excellence and a positive team attitude
• Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment
• Ability to identify client needs and find suitable solutions by referring sales opportunities to specialist and sales teams
• Effective communicator with an aptitude for sales and relationship management
• Strong computer skills
• Prepared to pass licensing exams: Security Industry Essentials (SIE), Series 7 and Series 66
• Desire to build a long-term career in financial services at a fast-growing company that rewards hard work and dedication
• Ambitious, disciplined, hardworking, resilient, and willing to learn

Desired Qualifications

• Bachelor's degree in a related field or 1+ years of experience in a performance-based environment
• FINRA Security Industry Essentials (SIE) or other financial services licenses, and interest in pursuing Series 7 and/or Series 66 licenses
• Leadership capabilities

Skills

Attention to detail, critical thinking, customer and client focus, oral and written communications, prioritization, active listening, decision making, emotional intelligence, result orientation, account management, adaptability, client experience branding, coaching, and referral identification.

This is a full-time position on 1st shift, 40 hours per week.