Investment Consultant II - Merrill Premium

Bank of America • Lincoln, NE

8d • $29 - $36 • Onsite

About The Position

At Bank of America, the Investment Consultant II provides prospects and self-directed investors with financial assistance by identifying product and service solutions that meet their investment and saving needs. The registered consultant applies knowledge of investments, financial markets, products, policies, procedures, and processes to client needs and assists clients with servicing and trading through inbound and outbound phone interactions.

The role owns the management, research, and communication involved in resolving client issues, with the aim of achieving high client satisfaction and deepening relationships. It also involves educating clients about investment products, services, and trading strategies; executing securities transactions; and helping clients use the brokerage website. The position is subject to SAFE Act registration requirements, including the required background check and registration process. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is based at the listed Lincoln or East Providence, Rhode Island locations. Bank of America describes its culture as in-office, with role-specific flexibility. The role is first shift and 40 hours per week. Pay is $28.85–$36.06 per hour, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits.

Requirements

• Series 7 and Series 66 or equivalent; if Series 66 is not currently held, it must be obtained within 90 days.
• Demonstrated passion and interest in financial markets.
• Excellent customer service skills, including active listening and empathy.
• Strong analytical and organizational skills.
• Attention to detail and good follow-up skills.
• Strong interpersonal skills.
• Ability to multitask in a dynamic environment.
• Basic knowledge of the organization, products, and/or services.
• Knowledge of financial markets and trading strategies.
• Excellent verbal and written communication skills.
• Proven ability to meet and exceed productivity and performance goals.
• Technological savvy and ability to learn new systems quickly.
• Ability to adapt and find solutions for customers in a fast-paced environment.
• Flexibility to work an assigned shift within the center's hours of operation.
• Strong desire for point-of-call resolution and focus on client satisfaction.

Nice To Haves

• Call center experience is preferred but not required.
• Previous brokerage experience is a plus.
• At least 1 year of financial industry experience.

Responsibilities

• Provide prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships.
• Educate potential and existing clients about investment products, services, and trading strategies offered by the bank.
• Meet performance goals by uncovering additional client needs, deepening relationships, and referring clients to business counterparts.
• Answer general account inquiries and deliver exceptional client service.
• Accurately execute and confirm trade orders and other securities transactions initiated by self-directed clients.
• Assist clients with using and navigating the brokerage consumer website.
• Research and resolve client requests.
• Maintain current knowledge of Merrill products, policies, and services, and keep abreast of financial markets and regulations.
• Manage, research, and communicate resolutions to client issues.

Benefits

• Paid time off
• Industry-leading benefits and employee resources and support
• Eligibility for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities based on performance against defined metrics

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed