Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Company: Disability Solutions
Location: Lincoln
Posted on: October 19, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job is responsible for
providing phone-based services to relationship jobs where the
representative is expected to take several inbound service calls
daily to solve for financial needs. Key responsibilities include
deepening relationships by referring clients to specialized sales
teams and serving as a central entry point into a fully licensed
financial services career. Job expectations include managing
products, trading in self-directed accounts, and maintaining
knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship
role where the representative is expected to take 20 to 30 inbound
service calls daily to solve for financial needs. These individuals
are trained on managed products, trading in self- directed
accounts, chat functionality and 529 products over a 12-month
timeframe. During these interactions with our clients, these
individuals will have opportunities to deepen relationships by
referring clients to specialized sales teams. The role acts as a
central entry point into a fully licensed financial services
career.An Investment Specialist Trainee (responsibilities):---
Identifies clients' needs and find proper solutions to meet those
needs by referring sales opportunities to specialist and sales
teams--- Receives training through the licensing/study program,
ultimately earning SIE, S7 and S66 certifications--- Focuses daily
on service to sales with existing Merrill clients--- Provides
exceptional client care, growing client relationships, and guiding
clients with needs-based solutions that will support their
financial goalsYou're the kind of person that (required skills):---
Is client-focused with a passion for excellence and a positive team
attitude.--- Is self-motivated, goal-oriented, and has the ability
to multitask in a fast moving, performance -based environment.---
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 an effective communicator with an
aptitude for sales and relationship management--- Has strong
computer skills--- Is prepared to pass licensing exams - Security
Industry Essentials (SIE) and Series 7 and Series 66.--- 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.You'll be even more prepared if you have (desired skills):---
A bachelor's degree, or 1-2 years of experience in a
performance-based environment.--- The Security Industry Essentials
(SIE) or other financial services licenses and interest in pursuing
the Series 7, and/or the Series 66 licenses.--- Leadership
capabilities.Skills Used in this Role:--- Establishing Trust---
Customer Service--- Overcoming Objections--- Consulting--- Risk
Management--- Organization--- Critical Thinking--- Conflict
Resolution--- Building Rapport--- Active Listening--- Customer
Focus--- Analytical ThinkingAdditional Skills:--- Attention to
Detail--- Critical Thinking--- Customer and Client Focus--- Oral
Communications--- Prioritization--- Active Listening--- Decision
Making--- Emotional Intelligence--- Result Orientation--- Written
Communications--- Account Management--- Adaptability--- Client
Experience Branding--- Coaching--- Referral IdentificationShift:1st
shift (United States of America)Hours Per Week: 40Pay Transparency
detailsUS - RI - Lincoln - 670 George Washington Hwy (RI1541)Pay
and benefits informationPay range$23.08 - $25.48 hourly pay, offers
to be determined based on experience, education and skill
set.Predictable payThis role is compensated with a base salary and
is not incentive eligible.BenefitsThis role is currently benefits
eligible. We provide industry-leading benefits, access to paid time
off, resources and support to our employees so they can make a
genuine impact and contribute to the sustainable growth of our
business and the communities we serve.
Keywords: Disability Solutions, Pawtucket , Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66), Other , Lincoln, Rhode Island
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