Bank of America
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) - Lincoln, RI
Riverside +1 · Full-time · Posted Oct 19, 2026
- Location
- Riverside
Lincoln - Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides phone-based service to Merrill clients, identifies financial needs, refers sales opportunities to specialists, and supports self-directed account products and trading while pursuing required licenses.
What you'll do
- Handle inbound client service calls and provide needs-based solutions and exceptional client care.
- Refer clients and sales opportunities to specialist and sales teams, focusing on service to sales.
- Manage products and trading in self-directed accounts; maintain knowledge of chat functionality and a wide range of products.
What they ask for
- Client-focused, with strong communication, computer, sales, and relationship-management skills.
- Able to multitask in a fast-paced, performance-based environment and identify client needs and appropriate solutions.
- 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 related field or 1+ years of experience in a performance-based environment.
- SIE or other financial services licenses; leadership capabilities.
Pay
$26.92 - $29.33 hourly pay (base salary)
Model-written summary · the original posting is authoritative