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
Job Summary
Manage inbound service calls for relationship jobs, solving financial needs and deepening client relationships by referring sales opportunities to specialist teams. Serve as a central entry point into a fully licensed financial services career, focusing daily on service-to-sales with existing Merrill clients while managing products and trading in self-directed accounts. Maintain knowledge of chat functionality and a wide variety of products to provide needs-based solutions that support client financial goals. This role requires passing SIE, Series 7, and Series 66 licensing exams and offers a 40-hour first-shift schedule in Rhode Island with hourly pay ranging from $26.92 to $29.33.
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
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience
- Branding
- Coaching
- Referral Identification
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