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Home » Bank Of America Summer Internship 2023 – Investment Specialist Trainee In Houston

Bank Of America Summer Internship 2023 – Investment Specialist Trainee In Houston

    Website Bank of America

    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 Investment Specialist Trainee is the ideal role for you.

    Job Responsibilities:

    • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
    • Develop techniques to confidently engage with clients by telephone
    • 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
    • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
    • Continue to learn and grow in a culture where growth and career advancement are a priority
    • Get training and one-on-one coaching from academy managers who are invested in your success.

    Job Requirements/Qualifications:

    • Has strong computer skills
    • 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 ambitious, disciplined, hardworking, resilient and willing to learn.
    • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
    • Must be flexible to work any schedule: Sunday – Friday 8am to 8pm EST
    • Is an effective communicator with an aptitude for sales and relationship management
    • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.
    • Is client-focused with a passion for excellence and a positive team attitude.
    • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.

    To apply for this job please visit

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