Bank of America

Consumer Investments - Investment Specialist Trainee

Bank of America

Hunt Valley, Cockeysville, MD, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about helping others achieve their financial goals? Do you have a strong interest in the investment industry? If so, we have an exciting opportunity for you! Bank of America is seeking a highly motivated and driven individual to join our team as a Consumer Investments - Investment Specialist Trainee. In this role, you will have the opportunity to learn about and assist clients with their investment needs while developing your own skills and knowledge in the field. To be successful in this role, you must possess a strong work ethic, excellent communication skills, and a desire to provide exceptional customer service. If you are ready to jumpstart your career in investments, we encourage you to apply today!

  1. Assist clients in achieving their financial goals by providing them with expert investment advice and solutions.
  2. Educate clients on various investment products and services offered by the bank.
  3. Develop and maintain strong relationships with clients to understand their financial needs and provide personalized investment recommendations.
  4. Continuously learn and stay updated on the latest trends and developments in the investment industry.
  5. Work closely with a team of investment professionals to provide a seamless and exceptional customer experience.
  6. Utilize effective communication skills to effectively convey complex investment concepts to clients.
  7. Proactively identify opportunities to expand the bank's investment business and contribute to its growth.
  8. Adhere to all compliance and regulatory guidelines while conducting investment transactions.
  9. Participate in training and development programs to enhance skills and knowledge in the investment field.
  10. Maintain a high level of professionalism and ethical standards in all interactions with clients and colleagues.
  11. Collaborate with other departments within the bank to ensure a seamless and efficient service delivery.
  12. Take ownership of resolving any client concerns or issues promptly and effectively.
  13. Meet or exceed performance goals and targets set by the bank.
  14. Stay updated on the bank's policies and procedures related to investments and ensure compliance at all times.
  15. Serve as a brand ambassador for Bank of America and promote its investment services to potential clients.
Where is this job?
This job is located at Hunt Valley, Cockeysville, MD, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Ability To Analyze And Interpret Financial Data

  • Bachelor's Degree In Finance, Business, Or Related Field

  • Strong Understanding Of Financial Markets And Investment Products

  • Prior Experience In Sales Or Customer Service Preferred.

Required Skills
  • Financial Analysis

  • Market Research

  • Product knowledge

  • customer service

  • Relationship Building

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Sales Techniques

  • Investment Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Consumer Investments - Investment Specialist Trainee in Hunt Valley, Cockeysville, MD, USA is $40,000-$50,000 per year.

This salary range may vary based on factors such as the specific company, the candidate's level of experience and education, and the local cost of living. Additionally, bonuses and commissions may also be included in the overall compensation package for this position.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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