Bank of America
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Charlotte · Full-time · Posted Oct 8, 2026
- Experience
- 1+ years in a performance-based environment is listed as a preferred alternative to a related bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides phone-based service to Merrill clients, addresses financial needs, identifies sales opportunities for referral, and supports a path into a fully licensed financial services career.
What you'll do
- Handle inbound service calls and provide needs-based solutions to clients.
- Refer sales opportunities to specialist and sales teams while focusing on service to sales.
- Manage products, trade in self-directed accounts, and maintain knowledge of chat functionality and a wide range of products.
What they ask for
- Strong computer skills.
- Effective communication skills and an aptitude for sales and relationship management.
- Ability to identify client needs and refer appropriate sales opportunities.
- Prepared to pass the SIE, Series 7, and Series 66 licensing exams.
Nice to have
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment.
- FINRA Security Industry Essentials (SIE) or other financial services licenses; leadership capabilities.
Model-written summary · the original posting is authoritative