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 inbound service calls daily to solve financial needs for existing Merrill clients while deepening relationships and referring sales opportunities to specialized teams. Identify client needs and provide needs-based solutions that support financial goals, acting as a central entry point into a fully licensed financial services career. Maintain knowledge of chat functionality and a wide variety of products, including managing products and trading in self-directed accounts.
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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