Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & at Bank of America

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Aug, 26

Salary

0.0

Posted On

18 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

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

Industry

Banking

Description

Job Description: 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 which 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 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 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 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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Responsibilities

Provide phone-based services to solve financial needs and deepen client relationships by referring them to specialized sales teams. Manage products, handle trading in self-directed accounts, and serve as an entry point into a licensed financial services career.