Investment Consultant II - Merrill Premium (Series 7 Required)

Job Description:

Merrill Premium Investment Consultants work with our active self-directed clients, ensuring that they have the tools and resources to navigate their financial lives - whether they are just starting out, buying a home, building a family or planning for retirement. Premium Investment Consultants demonstrate knowledge of investments and financial markets needed to assist our Premium clients with all their servicing and trading needs. Through a call center environment, Investment Consultants will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, and want the ability to learn more about markets and investments, the Premium Investment Consultant II is the ideal role for you.

We’ll help you:

• Deliver exceptional service to clients by answering general account inquiries
• Provide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needs
• Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
• Assist clients with website usage and navigation
• Educate potential and existing clients about investment products, services and trading strategies
• Research and resolve client requests
• Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
• Deliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses

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)
• Demonstrated passion and interest in financial markets
• Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
• Strong analytical and organizational skills
• Detail oriented, with good follow-up skills
• Strong interpersonal skills
• Ability to multi-task in a dynamic environment
• Basic knowledge of the organization, products and/or services
• Knowledge of financial markets and trading strategies
• Excellent verbal and written communication skills
• Proven ability to meet and exceed productivity and performance goals
• Must be technologically savvy and able to quickly learn new systems
• Ability to adapt and seek solutions for customers in a fast-paced environment
• Strong desire for point of call resolution with emphasis on client satisfaction

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.

Enterprise Role Overview:

Investment Consultant IIs 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 clients investment needs. Additionally, they align Merrill 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.

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