Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
GhrCharlotte · Posted Jul 22
Bank of America is seeking an Investment Specialist Trainee in Charlotte. The role provides phone-based service to relationship clients, identifying needs, referring opportunities to specialists, and serving as a central entry point into a licensed financial services career. Licensing exams required: SIE, Series 7, Series 66. Requires in-office attendance with 40 hours per week. Entry into a fully licensed financial services career with potential for growth.
Details
- Work type
- Onsite
- Remote eligible
- No
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