Bank of America · 4 days ago
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, NJ
Full-time
Onsite
Entry Level
1+ years expBank of America is dedicated to helping make financial lives better and fostering an inclusive workplace. The Investment Specialist Trainee role involves providing phone-based services, deepening client relationships, and managing financial products while receiving training for necessary certifications.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
Focuses daily on service to sales with existing Merrill clients
Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
Qualification
Required
Is client-focused with a passion for excellence and a positive team attitude
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment
Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Is ambitious, disciplined, hardworking, resilient and willing to learn
Preferred
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
Leadership capabilities
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-09
Morningstar.com
2026-01-09
Business Standard India
2026-01-09
Company data provided by crunchbase