Investment Specialist Trainee – Obtain SIE, Series 7 & 66

Bank of America

This role at Bank of America provides phone-based services managing client relationships. The focus is on solving financial needs and providing solutions through effective communication and sales.

Posted 6/18/2026full-timeFort Worth • Maryland, New Jersey, Rhode Island, Texas • 🇺🇸 United StatesEntry Level💰 $27 - $29 per hourWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Must be a current Year Up intern with Bank of America
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

benefits eligible
Paid time off
resources and support to our employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tradingfinancial needs assessmentrelationship management

Soft Skills

client-focusedself-motivatedgoal-orientedmultitaskingeffective communicationaptitude for salesteam attitudeambitiousdisciplinedresilient

Certifications

Security Industry Essentials (SIE)Series 7Series 66