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Investment Consultant, Platform Experience Team

Chandler, Arizona

Job Description:

As a Platform Experience Team (PET) Investment Consultant, you will be responsible for welcoming new clients to Merrill Edge via outbound sales calls, educating them on the capabilities of the platform and deepening the relationship with additional products and services via holistic goal based conversations. Ultimately, you are in a position to make a new client’s first experience with Merrill Edge a memorable one that will lead to additional business in the future.

The role's primary functions include

  • Demonstrate active listening; quickly and accurately identify client needs and articulate appropriate solutions
  • Can articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through solutions targeted to client needs
  • Has a broad knowledge of products & services available throughout the enterprise and can align to client's need
  • Ability to align with client’s conversation style to drive better engagement and optimal experience
  • Understand and proactively identify opportunities for additional business from prospects and clients
  • Knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch
  • Demonstrate a passion for driving sales, following through on commitments, process efficiency and time management    

Required Skills

  • 1 year of financial advisory or investment sales experience strongly preferred
  • Series 7 & 66 (or both the 63 & 65) is required; if 66 is not currently held, must be obtained within 90 days
  • Passion for excellence and willingness to work to exceed client expectations
  • Strong computer skills with an ability to multitask in a fast paced environment
  • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience 

Desired Skills

  • Capable of effectively operating in a team oriented and highly collaborative environment
  • Successful experience and track record achieving sales goals
  • Extraordinary interpersonal skills, a strong team orientation and resiliency
  • Ability to effectively manage workload
  • Superior client service proficiency including excellent verbal, written, and listening skills
  • Financial services industry experience
  • Strong understanding and ability to communicate the suite of Merrill Lynch and Bank of America products and services

Enterprise Role Description:

Investment Consultant I's are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Check out the Chandler office

With our pick of delicious food trucks, we’re a short trip to community fun and events at Tumbleweed Park, the Arizona Museum of Natural History and Mesquite Groves Aquatic Center.

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Street Address

Primary Location:
2555 W CHANDLER BLVD, AZ, Chandler, 85224