Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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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 find 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, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

Required Qualifications:

• Client-focused with a passion for excellence and a positive team attitude

• Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment

• Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams

• Effective communicator with an aptitude for sales and relationship management

• Strong computer skills

• Is prepared to pass licensing exams - Security Industry Essentials (SIE) and 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 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 the 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

Pay Transparency details

US - RI - Lincoln - 670 George Washington Hwy (RI1541)

Pay and benefits information

Pay range

$26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.