Investment Specialist Trainee: Client Solutions & Licenses

Bank of America; Charlotte, Northern (NC, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking an in-office, 40-hour per week role focused on high-quality client service and proactive referrals. The representative deepens client relationships by guiding needs-based solutions through licensed products and specialist teams.

Candidates should be client-focused, collaborative, and prepared to pass SIE and Series exams with a view to pursuing Series 7/66 licenses. Office attendance is required in a fast-paced environment.

Qualifications

• Strong customer-service mindset with a focus on relationship-building.
• Ability to navigate financial products and services with accuracy.
• Licensing readiness including SIE; licensing exams pursued after hire.

Responsibilities

• Fields inbound service calls and identifies client needs.
• Directs clients to specialists and sales teams for opportunities.
• Maintains knowledge of chat functionality and product offerings.

Skills

Attention to Detail

Critical Thinking

Customer and Client Focus

Verbal Communications

Prioritization

Active Listening

Decision Making

Emotional Intelligence

Result Orientation

Written Communications

Account Management

Adaptability

Client Experience Branding

Coaching

Referral Identification

Education

High School Diploma / GED

Job description

Bank of America is seeking an in-office, 40-hour per week role focused on high-quality client service and proactive referrals. The representative deepens client relationships by guiding needs-based solutions through licensed products and specialist teams.

Candidates should be client-focused, collaborative, and prepared to pass SIE and Series exams with a view to pursuing Series 7/66 licenses. Office attendance is required in a fast-paced environment.