Financial Services Representative

3 weeks ago


Lincoln City, Oregon, United States Bank of America Full time

We are seeking a highly motivated and goal-oriented individual to join our team as an Investment Specialist Trainee.

This role is responsible for providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.

The ideal candidate will have strong computer skills, be self-motivated, and have the ability to multitask in a fast-moving, performance-based environment.

Responsibilities include:

  • Receiving training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications
  • Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
  • Deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career
  • Managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products

Key qualifications include a bachelor's degree, or 1-2 years of experience in a performance-based environment, and the Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.

We offer a competitive benefits package, access to paid time off, and resources to support our employees' physical, emotional, and financial well-being.

Bank of America is an equal opportunity employer and considers all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.



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