Investment Specialist Trainee in RI

At Bank of America, the goal is to help make financial lives better through the power of every connection. The company drives Responsible Growth and delivers for its clients, teammates, communities and shareholders. Bank of America is committed to an in-office culture that supports collaboration, engagement and career development, with clear in-office expectations and an appropriate level of flexibility based on role responsibilities and business needs.

Job Description

This role provides phone-based services to relationship teams. The representative takes several inbound service calls daily to address clients' 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. The role also involves managing products, trading in self-directed accounts, and staying current on chat functionality and a wide variety 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 toward needs-based solutions that support their financial goals

Required Qualifications

• Client-focused, with a passion for excellence and a positive team attitude
• Self-motivated and goal-oriented, able to multitask in a fast-moving, performance-based environment
• Effective communicator with an aptitude for sales and relationship management
• Strong computer skills
• Prepared to pass the Security Industry Essentials (SIE), Series 7 and Series 66 licensing exams
• 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 the Series 7 and/or Series 66 licenses
• Leadership capabilities

Skills

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