Investment Specialist Trainee: Launch Your Finance Career

Bank of America; Jacksonville (FL); On-site; USD 48,000 - 70,000; Full time

Job summary

Bank of America is seeking a phone-based service professional to deepen client relationships by referring clients to specialist sales teams and serving as a central entry point into licensed financial services. You will manage products, trade in self-directed accounts, and maintain knowledge of chat and a wide variety of products.

Qualifications include a client-focused mindset, multitasking in a fast-paced environment, and readiness to pass licensing exams (SIE, Series 7, 66).

Qualifications

• High School Diploma / GED / Secondary School or equivalent required.
• Bachelor’s Degree in related field preferred or 1+ years of experience in a performance-based environment.

Responsibilities

• Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialists and sales teams.
• Focuses daily on service to sales with existing Merrill clients.
• Provides exceptional client care, grows client relationships, and guides clients with needs-based solutions that support financial goals.

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

Bachelor’s Degree in related field

Job description

Bank of America is seeking a phone-based service professional to deepen client relationships by referring clients to specialist sales teams and serving as a central entry point into licensed financial services. You will manage products, trade in self-directed accounts, and maintain knowledge of chat and a wide variety of products.

Qualifications include a client-focused mindset, multitasking in a fast-paced environment, and readiness to pass licensing exams (SIE, Series 7, 66).