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Investment Consultant - Platform Experience Team (Series 7 Required)

Hunt Valley, Maryland

Job Description:

Merrill Platform Experience Team (PET) Investment Consultants help new clients and prospective clients with beginning a new Merrill account relationships and review the full breadth and value of the Merrill platform.  Consultants are responsible for welcoming new clients to Merrill Edge via outbound calls, educating them on the capabilities of the platform and deepening the relationship with additional products and services via holistic goal based conversations.  Investment Consultants demonstrate knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate.  Ultimately, consultants 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.  If you are interested in growing a long term career in finance, are passionate about helping new and prospective clients with taking their first steps in a new relationship with Merrill, and regularly utilize our advanced digital platform to help clients, the Platform Experience Team Investment Consultant role could be an ideal role for you.

We’ll help you:

  • Quickly and accurately identify client needs and articulate appropriate solutions
  • Fully understand products & services available throughout the enterprise
  • Clearly articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition
  • Align with client’s conversation style to drive better engagement and optimal experience
  • Consistently identify opportunities and engage key partners as needed
  • Develop knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs
  • Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

Required Skills: "Must" have these skills to be minimally qualified

  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • 1 year of financial advisory or investment sales experience strongly preferred
  • 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, willingness to receive and implement feedback, and a strong team orientation
  • Ability to effectively manage workload in a high volume environment

Enterprise Role Overview:

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

Full time

JR-20048836

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Check out the Hunt Valley office

Located to the east of Maryland’s “horse country”, we enjoy smaller-town living within an easy commute to picturesque horse farms, charming vineyards and as well as big city amenities in nearby Baltimore.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
11333 MCCORMICK RD, MD, Hunt Valley, 21031