Investment Consultant II

2 days 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 our expertise in investment management and financial planning.

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 guidance and assistance to our clients, helping them to make informed investment decisions and achieve their financial objectives.

Key Responsibilities:

  • Provide financial guidance and assistance to clients, helping them to identify their financial goals and develop a personalized investment strategy.
  • Assist clients with their investment needs, including portfolio management and trading.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with market trends and economic conditions, providing clients with timely and relevant investment advice.
  • Collaborate with other team members to ensure seamless delivery of services to clients.

Requirements:

  • Series 7 and 66 licenses or equivalent.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound investment decisions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
  • Basic knowledge of financial markets and trading strategies.

Preferred Qualifications:

  • Call center experience.
  • Previous brokerage experience.
  • 1+ years of financial industry experience.

Benefits:

As a Bank of America employee, you will have access to a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about helping others achieve their financial goals and have the skills and experience required for this role, we encourage you to apply.



  • 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...

  • Systems Designer II

    1 week ago


    Bar Harbor, Maine, United States Johnson Controls Full time

    About the RoleWe are seeking a highly skilled Systems Designer II to join our team at Johnson Controls. As a key member of our team, you will be responsible for designing and programming HVAC control systems to meet project requirements.Key ResponsibilitiesDesign and develop hardware and software solutions for HVAC control systemsProvide detailed information...


  • Bar Harbor, Maine, United States Johnson Controls International Full time

    About the RoleWe are seeking a skilled HVAC Control Systems Designer II to join our team at Johnson Controls International. As a key member of our engineering team, you will be responsible for designing and programming HVAC control systems to meet project requirements.Key ResponsibilitiesDesign and develop hardware and software solutions for HVAC control...

  • Financial Planner

    2 days ago


    Diamond Bar, California, United States Pathways Full time

    Financial Advisor Role at Pathways ConsultingPathways Consulting is seeking a skilled Financial Advisor to join their team in the Sacramento, CA area. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals through sound investment decisions.Key Responsibilities:Provide financial advisory services to clients,...


  • 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, California, United States Pathways Full time

    Pathways Consulting is seeking a skilled Financial Advisor to join their team in the Sacramento CA area. As a Financial Advisor, you will have the opportunity to work with clients to achieve their financial goals and objectives.The ideal candidate will have a strong understanding of financial markets and products, as well as excellent communication and...


  • 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...


  • Egg Harbor Township - 2628 Fire Road (NJC043), United States General Dynamics Information Technology Full time

    Req ID: RQ186219 Type of Requisition: SCA Clearance Level Must Be Able to Obtain: Secret Public Trust/Other Required: None Job Family: SCA Skills: Communication,Design,Microsoft Office Experience: 2 + years of related experience US Citizenship Required: Yes Job Description: Electronic Technician Maintenance II – ...

  • NICU Registered Nurse

    3 weeks ago


    Harbor City, United States Kaiser Permanente Full time

    Job SummaryAs a leader of the healthcare team, the Registered Nurse provides professional nursing care, utilizing the nursing process in accordance with established standards of care, policies, and procedures. The ideal candidate will demonstrate performance consistent with the Medical Center Vision, Mission, and Strategic Plan of the organization. The...


  • 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 demographic and...


  • 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 demographic and...


  • 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...


  • Pearl Harbor, United States General Dynamics Information Technology Full time

    Req ID: RQ185044 Type of Requisition: SCA Clearance Level Must Be Able to Obtain: Top Secret SCI + Polygraph Public Trust/Other Required: None Job Family: SCA Skills: Desktop Computers,Help Desk Support,IT Hardware Experience: 10 + years of related experience US Citizenship Required: Yes Job Description: Help Desk Support Service Specialist - Senior –...


  • 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...


  • 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

    3 weeks ago


    Harbor City, United States Kaiser Permanente Full time

    $3,000 sign on bonus eligible positon!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...

  • Sp Unit Staff RN

    3 weeks ago


    Harbor City, United States Kaiser Permanente Full time

    $3,000 sign on bonus eligible positon!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...

  • 3M Coordinator

    1 month ago


    Pearl Harbor, United States NTT DATA Services Full time

    Req ID: #NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a 3M Coordinator to join our team in Pearl Harbor, Hawaii (US-HI), United States (US).The Submarine 3M Coordinator will...


  • 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...

  • Sp Unit Staff RN

    3 weeks 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...

  • 3M Coordinator

    1 month ago


    Pearl Harbor, United States NTT DATA Services Full time

    Req ID: 297414  NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a 3M Coordinator to join our team in Pearl Harbor, Hawaii (US-HI), United States (US). The Submarine 3M...

  • SAP ABAP Architect

    1 month ago


    Benton Harbor, United States NTT DATA Services Full time

    Req ID: 297246  NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a SAP ABAP Architect - HYBRID to join our team in Benton Harbor, Michigan (US-MI), United States...