Investment Consultant II
2 months ago
At Bank of America, we are committed to helping our clients achieve their financial goals through expert investment advice and guidance.
Job Summary:We are seeking a highly skilled Investment Consultant II to join our team. As an Investment Consultant II, you will be responsible for providing financial assistance to prospects and self-directed investors by identifying broader product and service solutions that meet their investment and saving needs.
Key Responsibilities:- Apply knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment 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.
- Assist clients with their servicing and trading needs through inbound and outbound phone interactions.
- Deliver exceptional service to clients by answering general account inquiries and accurately executing and confirming trade orders.
- 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
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
- 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
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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