Financial Services Advisor Trainee

Rhode Island Bar Assn.; Rhode Island; On-site; USD 77,137,000 - 84,042,000; Full time

Job summary

Bank of America is seeking a client-focused service professional to handle phone-based inquiries and refer opportunities to specialized sales teams. You will be a central entry point for a licensed financial services career, managing products and advising on self-directed accounts.

The role emphasizes strong communication, multitasking, and relationship-building with Merrill clients, with licensing exams pursued as part of career progression. 40 hours/week, in-office locations in RI.

Qualifications

• Required: client-focused with a positive attitude and ability to multitask in a fast-paced, performance-based environment.
• Licensed exams: SIE and Series 7/66 aspirants encouraged to pursue licensing trajectories.

Responsibilities

• Identifies clients' needs and routes opportunities to sales and specialist teams.
• Focuses on service-to-sales for Merrill clients and strengthens client relationships.
• Provides solutions-based guidance to support clients' financial goals.

Skills

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Active Listening

Decision Making

Emotional Intelligence

Written Communications

Account Management

Adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused service professional to handle phone-based inquiries and refer opportunities to specialized sales teams. You will be a central entry point for a licensed financial services career, managing products and advising on self-directed accounts.

The role emphasizes strong communication, multitasking, and relationship-building with Merrill clients, with licensing exams pursued as part of career progression. 40 hours/week, in-office locations in RI.