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Investment Consultant II - Merrill Premium
Investment Consultant II - Merrill PremiumBank of America • Pennington, NJ, US
No longer accepting applications
Investment Consultant II - Merrill Premium

Investment Consultant II - Merrill Premium

Bank of America • Pennington, NJ, US
7 days ago
Job type
  • Full-time
Job description

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

  • Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
  • Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
  • Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
  • Delivers exceptional service to clients by answering general account inquiries
  • Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
  • Assist clients with brokerage consumer website usage and navigation
  • Educate potential and existing clients about investment products, services and trading strategies
  • Research and resolve client requests
  • Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications

  • Series 7 & 66 required (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
  • Excellent verbal and written communication skills
  • Proven ability to meet and exceed productivity and performance goals
  • Must be technologically savvy and able to quickly learn new systems
  • Ability to adapt and seek solutions for customers in a fast-paced environment
  • Must be flexible to work assigned shift within center hours of operation
  • Strong desire for point of call resolution
  • Focus on client satisfaction

    • Desired Qualifications

  • Call center experience is preferred but not required
  • Previous Brokerage experience is a plus
  • 1+ years of financial industry experience

    • Skills

  • 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

    • Age requirement : Must at least be 18 years of age.

    Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

    Please note

    Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.

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    Investment Consultant • Pennington, NJ, US