Consumer Investments - Investment Specialist Trainee Obtain Sie Series & jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
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United States
State
Chandler
51 jobs found
31.03.2025
BOA
Bank Of America Consumer Investments - Investment Specialist Trainee Obtain ... United States, Arizona, Chandler
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
Provides exceptional client care. Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
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