Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
On-site · Fort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeEntry LevelHigh School Or EquivalentUnknown
Type
Full Time
Level
Entry Level
Education
High School Or Equivalent
Company size
Unknown
Job Summary
Phone-based service for Merrill clients with inbound calls; deepen relationships by referring clients to specialized sales teams; act as entry point into a licensed financial services career; manage products and trading in self-directed accounts; maintain knowledge of chat functionality and a wide variety of financial products; identify client needs and provide solutions through referrals to specialists, while delivering exceptional client care and helping clients meet financial goals.
Required Qualifications
- High School Diploma or GED
- Desire to obtain SIE, Series 7 and Series 66
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