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Entry‑level investment specialist role focused on client service and sales support in Charlotte.
Requires SIE, Series 7 & 66 readiness, emphasizing customer focus and strong communication.
Introduction
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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our 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 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.
Responsibilities
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
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 the financial goals
Required Qualifications
Client-focused with a passion for excellence and a positive team attitude
Self-motivated, goal-oriented and can 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 specialist and sales teams
Effective communicator with an aptitude for sales and relationship management
Strong computer skills
Is 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 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 the Series 66 licenses
Leadership capabilities
Skills
Attention to Detail
Critical Thinking
Customer and Client Focus
Verbal 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