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Merrill Investment Consultant - Platform Experience Team

Rolling Meadows, Illinois

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


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 Rolling Meadows office

Located in the heart of the Golden Corridor, we enjoy the balance of urban living, shopping and dining with the outdoor splendor of Busse Woods.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
1600 Golf Rd, IL, Rolling Meadows, 60008