Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)

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.

- Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams - 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 the financial goals

- Client-focused with a passion for excellence and a positive team attitude - Self-motivated, goal-oriented and can 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 - Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66 - Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication - Ambitious, disciplined, hardworking, resilient and willing to learn

- Bachelor's Degree in related field or 1+ years of experience in a performance-based environment - FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses - Leadership capabilities