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  • Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) - Lincoln - Bank of America

    Bank of America
    Bank of America Lincoln

    1 week ago

    Bank of America background
    Description

    Consumer Investments - Investment Specialist Trainee

    Job Summary

    This role provides phone-based services to relationship jobs where the representative takes inbound service calls daily to solve for financial needs.

    Responsibilities:

    • Deepens relationships by referring clients to specialized sales teams
    • Maintains knowledge on managed products, trading in self-directed accounts, chat functionality and 529 products
    • Provides exceptional client care, growing client relationships and guiding clients with needs-based solutions

    Requirements:

    • 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
    • Able to identify clients' needs and find proper solutions to meet those needs
    • Effective communicator with an aptitude for sales and relationship management

    Preferred Qualifications:

    • Bachelor's degree or 1-2 years of experience in a performance-based environment
    • Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
    • Leadership capabilities

    Benefits:

    Bank of America offers a competitive salary, benefits package and opportunities for growth and development.


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