Bank of America Hiring Investment Specialist Trainee (Jacksonville)

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 drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is central to how we drive Responsible Growth. This includes being an inclusive workplace, attracting and developing exceptional talent, supporting teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

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

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Role Overview

This job provides phone-based services to relationship teams, where 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
• Provide 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

Shift and Hours

1st shift (United States of America). 40 hours per week.