Investment Consultant II - Merrill Premium

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

 

• →Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• →Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• →Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
• →

  Deliver exceptional service to clients by answering general account inquiries

  Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

  Assist clients with brokerage consumer 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

• Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, 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 strong follow-up skills
• Strong interpersonal skills
• Ability to multitask 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
• Technologically savvy and able to quickly learn new systems
• Ability to adapt and seek solutions for customers in a fast-paced environment
• Flexible to work assigned shift within center hours of operation
• Strong desire for point of call resolution
• Focus on client satisfaction

• Call center experience 
• Previous brokerage experience
• 1+ years of financial industry experience

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Trading