Investment Specialist Trainee (Licensing Track)

Bank of America; Pennington (NJ); On-site; USD 37,000 - 40,000; Full time

Job summary

Bank of America in Pennington, NJ is hiring an Investment Specialist Trainee to provide phone-based service for relationship clients. You will handle inbound calls, deepen client relationships by referring to specialized sales teams, and support a licensed financial services career path with training leading to SIE, S7, and S66 certifications.

This role emphasizes client focus, multi-tasking in a fast-paced environment, and strong communication.

Qualifications

• High School Diploma or equivalent required.
• Willing to pass SIE and Series 7/66 licensing exams.
• Excellent customer service and communication skills.
• Ability to multitask in a fast-paced environment.
• Strong relationship-building and sales referral skills.
• Proficiency with computers.

Responsibilities

• Provide phone-based services to relationship clients, addressing financial needs.
• Deepen client relationships by referring clients to specialized sales teams.
• Support a licensed financial services career path with training leading to SIE, S7 and S66 certifications.
• Maintain knowledge of products, chat functionality, and self-directed accounts.

Skills

Client-focused

Self-motivated

Multitasking

Effective communicator

Computer skills

Licensing exams

Relationship management

Ambitious

Education

High School Diploma / GED

Job description

Bank of America in Pennington, NJ is hiring an Investment Specialist Trainee to provide phone-based service for relationship clients. You will handle inbound calls, deepen client relationships by referring to specialized sales teams, and support a licensed financial services career path with training leading to SIE, S7, and S66 certifications.

This role emphasizes client focus, multi-tasking in a fast-paced environment, and strong communication.