Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) - Lincoln, RI
On-site · United States
Core
Phone-based investment specialist trainee providing client service and referring sales opportunities to specialist teams for Merrill clients.
Role type
Entry-level investment specialist trainee (phone-based)
Builds
Client relationships and sales referrals for Merrill Lynch
Domain
Financial services / Consumer Investments
Deliverable
client delivery
Required skills
Client focus, sales aptitude, multitasking, computer skills, licensing exam readiness
Preferred skills
Bachelor's degree, FINRA licenses, leadership capabilities
Technologies
Chat functionality, trading platforms
Responsibilities
Take inbound service calls, identify client needs, refer sales opportunities to specialist teams, manage products in self-directed accounts, maintain product knowledge
Seniority
Entry-level, trainee