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