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Job Description · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · ...
- 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
- 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
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- Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) - Lincoln - Bank of America

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:
Requirements:
Preferred Qualifications:
Benefits:
Bank of America offers a competitive salary, benefits package and opportunities for growth and development.
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Disability Solutions- Lincoln