Consumer Investments – Investment Specialist Trainee
| Company | Bank of America |
|---|---|
| Location | Jacksonville, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
Responsibilities
- 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
Preferred Qualifications
- A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
- The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
- Leadership capabilities.