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Investment Specialist Trainee: SIE & Series Prep
Job in
Pennington, Mercer County, New Jersey, 08534, USA
Listed on 2026-01-19
Listing for:
Bank of America
Apprenticeship/Internship
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking an Investment Specialist Trainee in Pennington, NJ. This role focuses on providing phone-based services to clients, managing financial products, and requires obtaining licenses such as SIE, Series 7, and Series 66. Candidates should be client-focused, self-motivated, and possess strong communication skills. Opportunities for growth and training are provided.
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