Investment Consultant II

1 month ago


Bar Harbor, Maine, 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 personalized service and expert guidance. As an Investment Consultant II, you will play a critical role in providing exceptional client experiences and deepening existing relationships.

Key Responsibilities:
  • Provide financial guidance and assistance to prospects and self-directed investors to deepen existing relationships.
  • Educate potential and existing clients about investment products, services, and trading strategies offered by the bank.
  • Deliver exceptional service to clients by answering general account inquiries and accurately executing and confirming trade orders.
  • Assist clients with brokerage consumer website usage and navigation, and educate them about investment products, services, and trading strategies.
  • Research and resolve client requests, and maintain current knowledge of Merrill products, policies, and services.
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, with attention to detail and good follow-up skills.
  • Ability to multi-task in a dynamic environment and adapt to changing priorities.
Benefits:

As a benefits-eligible employee, you will have access to a comprehensive range of benefits, including medical, dental, and vision coverage, as well as paid time off and resources to support your physical, emotional, and financial well-being.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.



  • Bar Harbor, Maine, United States Bank of America Full time

    Job Description:This role is responsible for providing phone-based services to relationship roles where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully...


  • Oak Harbor, Washington, United States Skookum Contract Services Full time

    Job Title: Fire Alarm System Mechanic IISkookum Contract Services is seeking a dedicated and proactive Fire Alarm System Mechanic II with a positive attitude.Job Summary: We are looking for a skilled Fire Alarm System Mechanic II to join our team. The successful candidate will be responsible for testing and inspecting building water-base fire protection...

  • Consultant

    1 week ago


    Gig Harbor, United States Boeing Employees Credit Union Full time

    As the nation‘s largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than$30 billionin managed assets. Our work has an economic impact as we support our members‘ financial goals. We are unapologetic about being devoted to our members and the communities we...


  • Diamond Bar, United States Pathways Full time

    Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If youre interested please read on and send in your resume.In this role you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus. The client is looking to add a...


  • Diamond Bar, United States Pathways Full time

    Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If youre interested please read on and send in your resume.In this role you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus. The client is looking to add a...


  • Diamond Bar, United States Pathways Full time

    Pathways Consulting is currently looking tofill a Financial Advisor role in the Sacramento CA area. If youreinterested please read on and send in yourresume.In this role you will have the incredibleopportunity to assist clients in making sound investment decisionswith respect to their unique goals as your primary focus. Theclient is looking to add a...


  • Diamond Bar, California, United States Spectrum Full time

    Are you passionate about delivering cutting-edge technology solutions to leading national brands? As a Corporate Account Executive at Spectrum Enterprise, you'll have the opportunity to build strong relationships with new and existing clients through various sales and networking activities.Spectrum Enterprise is dedicated to investing in your future and...


  • Diamond Bar, United States Actalent Full time

    Job DescriptionJob DescriptionDescription:This is a NonExempt position Summary Perform a wide variety of activities to support the Quality Management System. Essential Duties and Responsibilities - Conduct product testing including testing to support complaint investigations and stability verification - Generate product testing results reports - Review...

  • NICU Registered Nurse

    4 weeks ago


    Harbor City, United States Kaiser Permanente Full time

    Job Summary:Kaiser Permanente is seeking a Registered Nurse (RN) to join our NICU team in Harbor City, California. As a leader of the health care team, you will provide professional nursing care, utilizing the nursing process in accordance with established standards of care, policies, and procedures. You will demonstrate performance consistent with the...


  • Diamond Bar, United States Kaiser Permanente Full time

    Job Summary: The Psychiatric Social Worker is a member of an interdisciplinary team who provides direct assessment, diagnosis formulation, treatment planning, treatment intervention and psycho-education to members and/or family members. Must be familiar with all aspects of psychopathology and recognize the appropriate and timely clinical treatment...


  • Boothbay Harbor, United States MaineHealth Full time

    Summary This position offers a 4-day workweek, and is a combination of switchboard and registration functions, based at the Urgent Care at St Andrews in Boothbay. Applicants should have excellent customer service and phone skills. Position Summary The Patient Registration Clerk II provides initial patient contact, including intake of...


  • Harbor City, United States Kaiser Permanente Full time

    Job Summary: The Medical Social Worker III provides assessments, coordination, and implementation/ evaluation of professional social services to patients and their families in order to aid them in coping with social, emotional, and economic difficulties related to medical problems or which predispose to illness. Essential Responsibilities: + Upholds...


  • Sag Harbor, United States Metro Physical & Aquatic Therapy Full time

    Job Type Part-time Description Metro Physical & Aquatic Therapy is a comprehensive multidisciplinary company who offers Physical, Occupational, Speech Therapy, Massage and Acupuncture services. We take great pride in inspiring our team to create an everlasting bond with our patients, our doctors, and our community. But it's not just what we do, it's who we...


  • Diamond Bar, United States Kaiser Permanente Full time

    Job Summary:The Psychiatric Social Worker is a member of an interdisciplinary team who provides direct assessment, diagnosis formulation, treatment planning, treatment intervention and psycho-education to members and/or family members. Must be familiar with all aspects of psychopathology and recognize the appropriate and timely clinical treatment...

  • Relationship Banker

    1 month ago


    Gig Harbor, Washington, United States Umpqua Bank Full time

    About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, while maintaining our commitment to our associates, customers,...

  • Sp Unit Staff RN

    2 months ago


    Harbor City, United States Kaiser Permanente Full time

    Job Summary: As the leader of the health care team, provides professional nursing care, utilizing the nursing process in accordance with established standards of care, policies, and procedures. Demonstrates performance consistent with the Medical Center Vision, Mission, and Strategic Plan of the organization. Remains flexible to changing systems; is...


  • Harbor City, United States Kaiser Permanente Full time

    Job Summary: As the leader of the health care team, provides professional nursing care, utilizing the nursing process in accordance with established standards of care, policies, and procedures. Demonstrates performance consistent with the Medical Center Vision, Mission, and Strategic Plan of the organization. Remains flexible to changing systems; is...


  • Harbor City, United States Kaiser Permanente Full time

    Job Summary: Under indirect supervision the clinical specialist staff fellow designs treatment programs and acts as a resource and mentor to students and staff in their area of clinical specialty. The clinical specialist provides direct patient care and educational opportunities for staff and students both internally and throughout the region. The clinical...

  • Travel Agent

    6 days ago


    Palm Harbor, United States The Auto Club Group Full time

    It‘s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:HourlyJob Description:Why Choose a Career with the AAA The Auto Club Group (ACG)Established brand that has been around for over 100 years. Our members know and trust us!Branch offices present a unique dynamic for...


  • Cold Spring Harbor, United States Cold Spring Harbor Laboratory Full time

    Location : 1 Bungtown Road, Cold Spring Harbor- Main Campus Job Type: Full Time Job Number: 1317 Process Level: Human Resources Department: Human Resources Opening Date: 10/29/2024 Position Description Cold Spring Harbor Laboratory (CSHL) is a private, not-for-profit research and education institution at the forefront of discovery research in molecular...