Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)
Core
Phone-based entry-level role serving as a central entry point into a licensed financial services career by referring clients to specialized sales teams.
Role type
Investment Specialist Trainee (Consumer Investments)
Builds
Referrals to specialized sales teams and client relationship growth for Merrill clients
Domain
Financial Services / Consumer Investments
Deliverable
client delivery
Required skills
Client needs identification, sales referral, product knowledge, self-directed account trading, chat functionality management, SIE/Series 7/Series 66 exam preparation
Preferred skills
Bachelor's degree, FINRA licenses, leadership capabilities
Technologies
Chat functionality, self-directed account trading platforms
Responsibilities
Take inbound service calls to solve financial needs, refer sales opportunities to specialist teams, manage products and trading in self-directed accounts, maintain knowledge of products and chat functionality
Seniority
Entry-level, trainee