Investment Specialist Trainee
20 hours ago
This role is responsible for providing exceptional client service to relationship roles, where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs.
Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship roles where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs.
These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe.
During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams.
The role acts as a central entry point into a fully licensed financial services career.
Responsibilities:- Identifies clients' needs and finds 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, and S66 certifications
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment
- Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Ambitious, disciplined, hardworking, resilient, and willing to learn
- Bachelor's degree or 1-2 years of experience in a performance-based environment
- Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses
- Leadership capabilities
-
Sunset Valley, Texas, United States AccentCare Full timeOverviewWe are seeking a compassionate and skilled LVN/LPN to join our team at AccentCare, where you will have the opportunity to reimagine care and make a meaningful impact on the lives of our patients and their families.As a medical professional, you will be part of a dynamic team that is united in its drive to provide world-class patient care. Our...
-
Physical Therapist Assistant
16 hours ago
Sunset Valley, Texas, United States Upstream Rehabilitation , Inc. Full timeAbout UsResults Physiotherapy, a brand partner of Upstream Rehabilitation, is a leading network of over 1200 clinics from coast to coast, with 26 brand partners that set the standard for outpatient physical therapy.We offer a range of opportunities for clinicians to grow and develop their careers, including mentorship and residency programs, leadership...
-
Child and Family Services Specialist Trainee
4 days ago
Valley Center, Kansas, United States State of Nebraska Full timeJob Title: Child and Family Services Specialist TraineeWe are seeking a highly motivated and dedicated individual to join our team as a Child and Family Services Specialist Trainee. As a trainee, you will have the opportunity to gain valuable experience and skills in the field of child welfare.About the Role:The Child and Family Services Specialist Trainee...
-
Military Trainee Reserve Specialist
1 month ago
Fountain Valley, California, United States U.S. Army Full timeAbout the RoleThe U.S. Army is seeking highly motivated individuals to fill the position of Military Trainee Reserve Specialist. As a key member of our team, you will be responsible for serving in the US Army Reserve or Active Duty.Key ResponsibilitiesEnlist in the Army Reserve or Active DutyMeet the minimum duration of enlistment requirement of 3 yearsPass...
-
Child and Family Services Specialist Trainee
5 days ago
Valley Center, Kansas, United States State of Nebraska Full timeJob Title: Child and Family Services Specialist TraineeWe are seeking a highly motivated and dedicated individual to join our team as a Child and Family Services Specialist Trainee. As a member of our team, you will have the opportunity to work with families and children in need, providing critical support and services to help them achieve stability and...
-
Management Trainee
3 weeks ago
Cherry Valley, Illinois, United States Menards Full timeUnlock Your Potential with MenardsAre you ready to launch your career in retail management with a dynamic and growing company? Our Manager Trainee program is a paid, full-time, hands-on training experience designed to equip you with the skills and knowledge needed to succeed in a management role.What to ExpectA comprehensive training program that covers all...
-
Trainee District Development Manager
4 weeks ago
Union, United States Petroleum Marketing Group Full timeJob DescriptionJob DescriptionDescription:Trainee District Development ManagerNew JerseyJOB SUMMARYThe Trainee District Development Manager is responsible for the effective running of multiple business units. Their key roles are to monitor customer satisfaction, store personal, and profitability through efficient operations, achieves store location and...
-
Caregiver Specialist
3 days ago
Union, Kentucky, United States CommonSail Investment Group Full timeAbout the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at CommonSail Investment Group. As a Caregiver, you will play a vital role in providing exceptional care and support to our residents, ensuring their physical, emotional, and social needs are met.Key ResponsibilitiesProvide personalized care and assistance to residents with...
-
Military Trainee Reserve Specialist
4 weeks ago
Fountain Valley, California, United States U.S. Army Full timeAbout the RoleThe U.S. Army is seeking highly motivated individuals to join its ranks as Military Trainees in the Reserve component. As a Military Trainee, you will have the opportunity to serve your country while developing valuable skills and experience.Key ResponsibilitiesEnlist in the Army Reserve or Active DutyUndergo Basic Training and Advanced...
-
Auto Glass Installation Technician Trainee
2 weeks ago
Union City, United States Safelite Full timeSafelite is more than just an auto glass company. We aspire to be the greatest, most trusted and admired service brand. This is why we hire the best and brightest people who have a service mindset, a caring heart, and a can-do attitude. Our Auto Glass Technician Trainees reflect our purpose to make a difference and bring unexpected happiness to people’s...
-
Nursing Specialist
4 weeks ago
Fountain Valley, California, United States Apex Innovations Full timeAbout Us:The Volkssolidarität City Association Leipzig e. V. is a leading provider of social services, operating 15 day care centers, a children's home, a children's residential group, two outpatient nursing services, two inpatient nursing facilities, senior offices, and assisted living facilities.Nursing Specialist (m/f/d) for Practical Training:We are...
-
Wealth Planning Specialist
3 weeks ago
Union, Kentucky, United States Keller Executive Search Full timeJob Title: Wealth Planning SpecialistKeller Executive Search is seeking a highly skilled Wealth Planning Specialist to join our team. As a Wealth Planning Specialist, you will be responsible for creating and maintaining comprehensive financial plans for our clients. This role requires a strong understanding of financial planning principles, investment...
-
Mākaha Valley, Hawaii, United States Zenith Innovations Full timeTrain to Become a Construction Specialist in Building ConstructionWe are seeking a highly motivated and skilled trainee to join our team at Zenith Innovations in the field of building construction. As a trainee construction specialist, you will have the opportunity to develop your skills and knowledge in the construction of concrete and reinforced concrete...
-
Auto Glass Installation Technician Trainee
4 months ago
Union City, United States Jobs for Humanity Full timeJob DescriptionDoes this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.Do you...
-
Nutrition Sr. FSQR Specialist
3 days ago
Union, United States Wilbur-Ellis Company, Inc. Full timeInvesting in You, join a 100-year-old, family-owned leader in Ag and grow with us! Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive Specialist, Nutrition, Manufacturing, Healthcare
-
Consumer Loan Sales Specialist
4 days ago
Prescott Valley, United States OneMain Financial Full timeEmpower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing customers with friendly, fast, and affordable financing options for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing personalized financial solutions.Key...
-
Retail Loan Collections Specialist
3 weeks ago
Prescott Valley, AZ, United States OneMain Financial Full timeAt OneMain , Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. I n the Role ~ Deliver results related...
-
District Development Manager
3 weeks ago
Union, New Jersey, United States Petroleum Marketing Group Full timeJob SummaryThe Petroleum Marketing Group is seeking a highly skilled Trainee District Development Manager to join our team. As a key member of our operations team, you will be responsible for driving business growth and profitability across multiple business units.Key Responsibilities:Monitor customer satisfaction and store performance to ensure optimal...
-
Hearing Instrument Specialist
3 weeks ago
Apple Valley, California, United States FJS HEARING PROFESSIONALS Full timeJob OpportunityWe are seeking a self-driven individual to join our team at FJS Hearing Professionals. No previous experience is required, and we will provide paid training to become a licensed hearing instrument specialist in California.To be successful in this role, you must possess the following characteristics:Desire to help...
-
Hearing Instrument Specialist
3 weeks ago
Apple Valley, California, United States FJS HEARING PROFESSIONALS Full timeJob OpportunityWe are seeking a self-driven individual to join our team at FJS Hearing Professionals in Banning, CA. No previous experience is required, and we will provide paid training to become a licensed hearing instrument specialist in California.To be successful in this role, you must possess the following characteristics:Desire to help...
-
Financial Planning Specialist
1 day ago
Center Valley, Pennsylvania, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals.Key ResponsibilitiesConduct financial needs assessments and develop...
-
Client Operations Specialist
4 weeks ago
Union, Kentucky, United States Allworth Financial Full timeAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Job...