Investment Specialist Trainee

At Bank of America, our common purpose is 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 core to how we drive Responsible Growth. This includes our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our 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, allowing 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 role provides phone-based services to relationship clients, handling several inbound service calls daily to solve 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 involves managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Responsibilities

• Identify clients' needs and find proper 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 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
• Verbal 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