Posted by The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina. The bank was founded in San Francisco.
Investment Specialist Trainee
Location: Bank of America Careers Island
Job Description:
The Investment Specialist Trainee is a foundational role designed to prepare you for your long-term career growth with Bank of America. Preparation for the role starts with our best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. Responsibilities include:
Educate clients about value-added financial opportunities.
Deliver point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing BOA Merrill clients.
Provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
As an Investment Specialist Trainee, you can look forward to:
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, while working in a well-compensated, highly collaborative environment with the opportunity to earn additional quarterly incentive compensation based on various referral metrics.
Your leadership teams will help you:
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy.
Get training and one-on-one coaching from academy managers who are invested in your success and growth within Bank of America.
Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons, in depth online resources, and on-site coaching while also maintaining the opportunity to earn variable compensation.
Develop techniques to confidently engage with clients by telephone.
Continue to learn and grow in a culture where growth and career advancement are a priority. Leadership will help you determine the best roles and career paths to empower you to achieve your professional goals.
Required Skills:
Client-focused with a passion for excellence and a positive team attitude.
Self-motivated, goal-oriented, and able to multitask in a fast moving, performance–based environment.
Willing to take licensing exams – Security Industry Essentials, Series 7, and Series 66 exams.
Ability to identify clients’ needs and find proper solutions to meet those needs.
Effective communicator with an aptitude for sales and relationship management.
Strong computer skills.
Motivated to learn and establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.