Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, the opportunity to enhance your professional credentials by earning an industry license and want the ability to learn more about markets, trading, and investments, the Merrill Investment Specialist Trainee is the ideal role for you.

Job Responsibilities:

Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide.
Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons, in depth online resources, and on-site coaching.
As an Investment Specialist Trainee, you can look forward to
Develop techniques to confidently engage with clients by telephone.
Working in a well-compensated, highly collaborative environment.
Continue to learn and grow in a culture where growth and career advancement are a priority.
Becoming a licensed and registered representative who is able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders.
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy.
Growing client relationships by understanding needs and presenting services and solutions offered throughout
Merrill and Bank of America.
Get training and one-on-one coaching from academy managers who are invested in your success.

Job Requirements/Qualifications:

Must be flexible to work any schedule 8am- 10pm Monday- Saturday
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
Is ambitious, disciplined, hardworking, resilient and willing to learn.
Has strong computer skills.
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.
Is an effective communicator with an aptitude for sales and relationship management.
Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
Is client-focused with a passion for excellence and a positive team attitude.
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.