Investment Consultant Ii - Merrill Premium

Bank of America (GHR)

Chandler, USA
Financial guidance and assistance
Investment products and services education
Client issue resolution
Responsible Growth is how Bank of America runs the company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs the 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 invests heavily in teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Matching Summary

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

Skills & Requirements

Must-have

  • Financial guidance and assistance
  • Investment products and services education
  • Client issue resolution
  • Trading and securities transactions
  • Brokerage consumer website assistance
  • Meeting performance goals

Nice-to-have

  • Passionate about financial markets
  • Empathy and active listening
  • Adaptable in fast-paced environment
  • Desire for point of call resolution
  • Focus on client satisfaction

Key Requirements

  • Series 7 and 66 or equivalent
  • 1+ years financial industry experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter