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
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.
Shift:1st shift (United States of America)
Hours Per Week:40
Learn more about this role
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.