Investment Consultant II

4 days ago


NC 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 guidance and personalized service. As an Investment Consultant II, you will play a critical role in providing financial assistance to prospects and self-directed investors, identifying tailored solutions to meet their investment and saving needs.

Key Responsibilities
  • Apply knowledge of investments, products, financial markets, policies, procedures, and processes to client needs
  • Manage, research, and communicate resolution to client issues, achieving high client satisfaction and relationship deepening
  • Educate clients about investment products, services, and trading strategies offered by the bank
  • Deliver exceptional service to clients, answering general account inquiries and executing trade orders
  • Assist clients with brokerage consumer website usage and navigation
Requirements
  • Series 7 and 66 or equivalent licenses
  • Demonstrated passion and interest in financial markets
  • Excellent customer service skills, with ability to actively listen and demonstrate empathy
  • Strong analytical and organizational skills, with attention to detail and follow-up
  • Ability to multi-task in a dynamic environment, with strong interpersonal skills
Preferred Qualifications
  • Call center experience
  • Previous brokerage experience
  • 1+ years of financial industry experience

Bank of America is an equal opportunity employer, committed to diversity and inclusion. We consider qualified candidates without regard to race, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.



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