Back to search results Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 teamsFocuses daily on service to sales with existing Merrill clientsProvides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goalsRequired Qualifications:Client-focused with a passion for excellence and a positive team attitudeSelf-motivated, goal-oriented and can multitask in a fast moving, performance-based environmentAbility to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teamsEffective communicator with an aptitude for sales and relationship managementStrong computer skillsIs prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedicationAmbitious, disciplined, hardworking, resilient and willing to learnDesired Qualifications:Bachelor's Degree in related field or 1+ years of experience in a performance-based environmentFINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licensesLeadership capabilitiesSkills:Attention to DetailCritical ThinkingCustomer and Client FocusVerbal CommunicationsPrioritizationActive ListeningDecision MakingEmotional IntelligenceResult OrientationWritten CommunicationsAccount ManagementAdaptabilityClient Experience BrandingCoachingReferral IdentificationMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26017165 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved