Bank of America
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville · Full-time · Posted Oct 13, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides phone-based service to Merrill clients, identifies financial needs, manages products and self-directed account trading, and refers sales opportunities to specialists as a path into a licensed financial services career.
What you'll do
- Resolve clients’ financial needs and refer sales opportunities to specialist and sales teams.
- Deliver service to existing Merrill clients, strengthen relationships, and provide needs-based guidance.
- Manage products and trade in self-directed accounts while maintaining knowledge of chat functionality and product offerings.
What they ask for
- Client-focused, self-motivated, goal-oriented, and able to multitask in a fast-paced, performance-based environment.
- Effective communication, sales aptitude, relationship-management ability, and strong computer skills.
- Prepared to pass the SIE, Series 7, and Series 66 licensing exams.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bachelor’s Degree in a related field or 1+ years of experience in a performance-based environment.
- SIE or other financial services licenses; leadership capabilities.
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