Investment Specialist Trainee, Obtain SIE, Series 7, 66

Bank of America

Investment Specialist Trainee at Bank of America providing phone-based services for financial needs and referrals to specialized sales teams. Opportunities to learn and grow in financial services.

Posted 6/9/2026full-timeHunt Valley • Maryland, New Jersey, Rhode Island • 🇺🇸 United StatesEntry Level💰 $27 - $29 per hourWebsite

About the role

Key responsibilities & impact

Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
Deepening relationships by referring clients to specialized sales teams
Serving as a central entry point into a fully licensed financial services career
Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products

Requirements

What you’ll need

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

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees
Contribution to sustainable growth of business and communities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial servicestradingself-directed accountschat functionality

Soft Skills

client-focusedgoal-orientedmultitaskingeffective communicatorrelationship managementself-motivatedpositive team attitudeambitiousdisciplinedresilient

Certifications

Security Industry Essentials (SIE)Series 7Series 66