Investment Consultant II
4 weeks ago
Job Title: Investment Consultant II
Job Summary:
We are seeking a highly skilled Investment Consultant II to join our team at Bank of America. As an Investment Consultant II, you will be responsible for providing financial guidance and assistance to prospects and self-directed investors. You will identify broader product and service solutions that meet their investment and saving needs, and apply knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs.
Key Responsibilities:
- Apply knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs.
- Provide financial guidance and assistance to prospects and self-directed investors.
- Identify broader product and service solutions that meet their investment and saving needs.
- Own the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach.
Requirements:
- 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
Preferred Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
- 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
Shift: 1st shift (United States of America)
Hours Per Week: 40
Equal Employment Opportunity:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Drug-Free Workplace and Alcohol Policy:
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
Benefits:
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.
Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents.
Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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