Investment Consultant Ii - Merrill Premium

Bank of America (GHR)

Charlotte, US
Investment products and services knowledge
Financial markets and regulations
Client issue resolution
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

Job Summary

  • 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.
  • 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.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • Investment products and services knowledge
  • Financial markets and regulations
  • Client issue resolution
  • Trading and securities transactions
  • Client satisfaction and relationship deepening

Nice-to-have

  • Active listening and empathy
  • Adaptability in fast-paced environment
  • Focus on point of call resolution
  • Desire to learn and grow

Key Requirements

  • Series 7 and 66 (or 63 and 65)
  • Obtain Series 66 within 90 days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter