Investment Specialist Trainee

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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' 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 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.

Responsibilities

• Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
• Focuses daily on service to sales with existing Merrill clients.
• Provides exceptional client care, grows client relationships, and guides 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 clients' needs and find proper 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 establish a long-term career in the financial services industry 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 Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40