Investment Consultant II

3 days ago

MD United States Bank of America Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures, and processes.

Responsibilities:
  1. Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships.
  2. Educates potential and existing clients about investment products, services, and trading strategies offered by the bank.
  3. Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts.
  4. Delivers exceptional service to clients by answering general account inquiries.
  5. Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients.
  6. Assists clients with brokerage consumer website usage and navigation.
  7. Researches and resolves client requests.
  8. Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations.

Required Qualifications:

  • 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.
  • Requires basic knowledge of the organization, products and/or services.
  • Requires 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.
  • Must be flexible to work assigned shift within center hours of operation.
  • Strong desire for point of call resolution.
  • Focus on client satisfaction.

Desired Qualifications:

  • Call center experience is preferred but not required.
  • Previous Brokerage experience is a plus.
  • 1+ years of financial industry experience.

Shift: 1st shift (United States of America)

Pay Transparency details:

Pay range: $26.44 - $36.06 hourly pay, offers to be determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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