Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Core
Phone-based service role handling 20-30 daily inbound calls to solve client financial needs and refer sales opportunities to specialized teams.
Role type
Investment Specialist Trainee (Service to Sales)
Builds
Client relationships and sales referrals for Merrill clients
Domain
Financial Services / Consumer Investments
Deliverable
client delivery
Required skills
identifying client needs, referring sales opportunities, passing SIE/Series 7/Series 66 licensing exams, managing self-directed account trading, chat functionality
Preferred skills
bachelor's degree, 1-2 years performance-based experience, existing SIE license, leadership capabilities
Technologies
chat functionality, self-directed account trading platforms
Responsibilities
taking 20-30 inbound service calls daily, referring clients to specialized sales teams, managing products and trading in self-directed accounts, providing exceptional client care
Seniority
Entry-level, trainee