Consumer Investments - Investment Specialist Trainee; Obtain SIE Series

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.

This role is responsible for phone‑based service to a relationship group, taking 20–30 inbound service calls daily to solve for financial needs. The representative is trained on managed products, self‑directed account trading, chat functionality and 529 products over a 12‑month timeframe, and serves as a central entry point into a fully licensed financial services career.

• Identify clients’ needs and provide proper solutions by referring sales opportunities to specialist and sales teams.
• Receive training through the licensing/study program and earn SIE, S7 and S66 certifications.
• Focus daily on service to sales with existing Merrill clients.
• Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals.
• Deepen relationships by referring clients to specialized sales teams.
• Create a positive work environment and represent the investment team positively.

• Client‑focused with a passion for excellence and a positive team attitude.
• Self‑motivated, goal‑oriented, and able to multitask in a fast‑moving, performance‑based environment.
• Effective communicator with an aptitude for sales and relationship management.
• Strong computer skills.
• Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 & 66.
• Desire to establish a long‑term career in the financial services industry at a fast‑growing company that rewards hard work and dedication.
• Ambitious, disciplined, hardworking, resilient, and willing to learn.

• A bachelor’s degree, or 1–2 years of experience in a performance‑based environment.
• Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing Series 7 and/or Series 66 licenses.
• Leadership capabilities.

• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking

• 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 Identification

1st shift (United States of America)

40

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

$24.00 - $29.33 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible.

This 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.