Bank of America

Investment Specialist Trainee, Obtain SIE Series 7, 66

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Fort Worth • Maryland, New Jersey, Rhode Island, Texas • 🇺🇸 United States

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Salary

💰 $24 - $29 per hour

Job Level

Entry Level

About the role

  • 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

Requirements

  • Must be a current Bank of America Year Up intern with good performance history
  • 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
Benefits
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
client needs assessmentsales opportunity referralrelationship managementmultitaskingfinancial goal guidance
Soft skills
client-focusedpassion for excellencepositive team attitudeself-motivatedgoal-orientedeffective communicationambitiousdisciplinedhardworkingresilient
Certifications
Security Industry Essentials (SIE)Series 7Series 66