Consumer Investments - Investment Specialist Trainee - Arizona (Obtain SIE Series 7 & 66)

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and allows for an appropriate level of flexibility for teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary This job is responsible for providing phone‑based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self‑directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities Identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams. Focus daily on service to sales with existing Merrill clients. Provide exceptional client care, grow client relationships, and guide clients with needs‑based solutions that support their financial goals. Required Qualifications Client‑focused with a passion for excellence and a positive team attitude. Self‑motivated, goal‑oriented and able to multitask in a fast‑moving, performance‑based environment. Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams. Effective communicator with an aptitude for sales and relationship management. Strong computer skills. Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. Desire to establish a long‑term career in the financial services industry at a fast‑growing company that rewards hard work and dedication. Ambitious, disciplined, hardworking, resilient and willing to learn. Desired Qualifications Bachelor’s Degree in a related field or 1+ years of experience in a performance‑based environment. FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses. Leadership capabilities. Skills Attention to Detail Critical Thinking Customer and Client Focus Oral Communications Prioritization Active Listening Decision Making Emotional Intelligence Result Orientation Written Communications Account Management Adaptability Client Experience Branding Coaching Referral Identification Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America