Investment Consultant Ii - Merrill Premium

Bank of America (GHR)

Jacksonville, USA
Investment product knowledge
Financial market understanding
Client issue resolution
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • 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.
  • Bank of America is devoted to being a diverse and inclusive workplace for everyone and invests heavily in teammates by offering competitive benefits.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Skills & Requirements

Must-have

  • Investment product knowledge
  • Financial market understanding
  • Client issue resolution
  • Customer service excellence
  • Trade order execution

Nice-to-have

  • Call center experience
  • Brokerage experience
  • Financial industry experience

Key Requirements

  • Series 7 and 66 or equivalent
  • Demonstrated passion for financial markets
  • Proven ability to meet performance goals
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter