Trainee Investment Analyst

4 weeks ago


England, United Kingdom Bank of America Full time

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) page is loaded Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Apply locations Pennington time type Full time posted on Posted Yesterday job requisition id 24004229 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.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Job Description: 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.

This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. The role acts as a central entry point into a fully licensed financial services career.
An Investment Specialist Trainee (responsibilities):
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
• Risk Management
• Building Rapport
• 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 Shift:
1st shift (United States of America) Hours Per Week: 
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
• 



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