Investment Consultant II

2 weeks ago


Charlotte, North Carolina, United States Bank of America Full time
Job Description

At Bank of America, we are committed to helping our clients achieve their financial goals through expert investment guidance and personalized service.

Key Responsibilities
  • Provide financial assistance to prospects and self-directed investors by identifying tailored investment solutions that meet their needs.
  • Apply knowledge of investments, financial markets, and policies to deliver exceptional client service and achieve high client satisfaction.
  • Manage, research, and communicate effectively to resolve client issues and deepen relationships.
  • Educate clients about investment products, services, and trading strategies offered by the bank.
  • Deliver exceptional service to clients by answering general account inquiries and executing trade orders.
Requirements
  • Series 7 and 66 or equivalent licenses.
  • Demonstrated passion and interest in financial markets.
  • Excellent customer service skills and ability to actively listen to clients.
  • Strong analytical and organizational skills.
  • Detail-oriented with good follow-up skills.
  • Ability to multi-task in a dynamic environment.
Preferred Qualifications
  • Call center experience.
  • Previous brokerage experience.
  • 1+ years of financial industry experience.
About Bank of America

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We strive to provide a safe work environment and promote equal employment opportunities for all.



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