Investment Consultant Ii - Merrill Premium

Bank of America

Not specified; not specified; not specified
Series 7 and series 66 license required
Inbound and outbound phone interactions
Trade order execution and confirmation
The role involves providing financial guidance to prospects and self-directed investors to deepen relationships and meet investment needs

Job Summary

  • The role involves providing financial guidance to prospects and self-directed investors to deepen relationships and meet investment needs.
  • Employees must own the management, research, and communication process to resolve client issues while maintaining high satisfaction levels.
  • This position requires SAFE Act registration and background checks due to potential responsibilities involving residential mortgage loans.

Matching Summary

The role involves providing financial guidance to prospects and self-directed investors to deepen relationships and meet investment needs.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 license required
  • Inbound and outbound phone interactions
  • Trade order execution and confirmation
  • Client issue resolution and research
  • Knowledge of financial markets and products

Nice-to-have

  • Call center experience preferred
  • Previous brokerage experience desired
  • Strong active listening skills
  • Technologically savvy with new systems
  • Point of call resolution focus

Key Requirements

  • Series 7 and 66 (or 63/65) certification
  • Obtain Series 66 within 90 days if not held
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Flexible to work assigned shift hours

Work Rights

Not specified

Tailored Resume

Cover Letter