Investment Specialist in Training — Licensing Path

Bank of America; Pennington (AL); On-site; USD 77,137,000 - 84,042,000; Full time

Job summary

Bank of America in the United States seeks an Investment Specialist Trainee to provide phone-based service to relationship clients, handling 20 to 30 inbound calls daily and deepening client relationships as you progress toward licensing.

This role includes training through the licensing program, with expectations to pass SIE, S7 and S66, moving toward a licensed financial services career with competitive benefits and growth opportunities.

Qualifications

• Minimum Education: High School Diploma or GED.
• Strong customer service orientation and communication skills.
• Ability to handle multiple calls and maintain accuracy.

Responsibilities

• Handle 20–30 inbound calls daily to assist relationship clients.
• Deepen client relationships by routing to specialized sales teams when appropriate.
• Prepare clients for licensing exams (SIE, S7, S66) and support training processes.

Skills

Customer Service

Active Listening

Oral Communications

Decision Making

Analytical Thinking

Building Rapport

Education

High School Diploma

Job description

Bank of America in the United States seeks an Investment Specialist Trainee to provide phone-based service to relationship clients, handling 20 to 30 inbound calls daily and deepening client relationships as you progress toward licensing.

This role includes training through the licensing program, with expectations to pass SIE, S7 and S66, moving toward a licensed financial services career with competitive benefits and growth opportunities.