Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
$55,994–$61,006 year
On-siteLincoln, Nebraska, United States or Riverside, California, United States
Lincoln, Nebraska, United States or Riverside, California, United StatesOn-siteFull Time$55,994–$61,006 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Manage phone-based services for relationship jobs by handling daily inbound calls to solve client financial needs. Identify client requirements and refer appropriate sales opportunities to specialist teams while serving as the central entry point into a fully licensed financial services career. Maintain product knowledge for self-directed accounts and chat functionality to support existing Merrill clients. Focus daily efforts on service-to-sales transitions and provide exceptional client care to guide relationships toward long-term financial goals.
Required Qualifications
- 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
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Bachelor's Degree in related field or 1+ years of experience in a performance-based environment
- FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
- Leadership capabilities
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