Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
On-siteFort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Manage phone-based services for relationship jobs by handling daily inbound calls to solve financial needs and deepen connections with existing Merrill clients. Identify client requirements, refer sales opportunities to specialist teams, and guide clients toward needs-based solutions that support their financial goals. Maintain knowledge of chat functionality and a wide variety of products while managing products and trading in self-directed accounts. This trainee role requires passing the SIE, Series 7, and Series 66 licensing exams and offers a path into a fully licensed financial services career at Bank of America.
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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