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

Bank of America

3.2

(114)

Jacksonville, FL

Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
  • #JR-24046023

    Position summary

    organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.

    An Investment Specialist Trainee (responsibilities):
    • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
    • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
    • 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 their financial goals

    You're the kind of person that (required skills):

    Must be a current Year Up intern with Bank of America
    • Is client-focused with a passion for excellence and a positive team attitude.
    • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment.
    • Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
    • Is an effective communicator with an aptitude for sales and relationship management
    • Has strong computer skills
    • Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.
    • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
    • Is ambitious, disciplined, hardworking, resilient and willing to learn.

    You'll be even more prepared if you have (desired skills):
    • A bachelor's degree, or 1-2 years of experience in a performance-based environment.
    • The 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 Used in this Role:
    • Establishing Trust
    • Customer Service
    • Overcoming Objections
    • Consulting
    • Risk Management
    • Organization
    • Critical Thinking
    • Conflict Resolution
    • Building Rapport
    • Active Listening
    • Customer Focus
    • Analytical Thinking

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Learn more about this role

    Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.