Investment Specialist Trainee, Obtain SIE Series 7, 66
Bank of America
full-time
Posted on:
Location Type: Office
Location: Hunt Valley • Maryland, New Jersey, Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $24 - $29 per hour
Job Level
Entry Level
About the role
- 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.
- 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.
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
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tradingmanaged productsself-directed accountschat functionalityfinancial needs assessmentsales opportunities identification
Soft skills
client-focusedpassion for excellenceteam attitudeself-motivatedgoal-orientedmultitaskingeffective communicationrelationship managementambitiousresilient
Certifications
Security Industry Essentials (SIE)Series 7Series 66