Investment Consultant II

16 hours 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.



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