Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)

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 Qualifi...