Investment Consultant II - Merrill Premium

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Investment Consultant II - Merrill Premium Chandler, Arizona Additional locations Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge

Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact along with the power to make a difference. Join us

Job Description

This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the clients investment needs.

Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures, and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.

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 Deliver 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 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
• 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 year 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

Job Details

• Shift: 1st shift
• United States of America
• Hours Per Week: 40
• Learn more about this role
• Apply ×
• To proceed with your application you must be at least 18 years of age.
• Acknowledge ×
• Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
• Acknowledge

Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge

Full time JR-26009201 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share Save job Job saved