Investment Consultant II - Merrill Premium

Bank of America•Riverside, CA

6d•Onsite

About The Position

The Investment Consultant II provides prospects and self-directed investors with financial assistance by identifying product and service solutions that meet their investment and savings needs. The role 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 consultant owns the research, management, and communication involved in resolving client issues, while working to achieve high client satisfaction and deepen relationships. The role also involves educating clients about investment products, services, and trading strategies; executing securities transactions; and maintaining current knowledge of Merrill products, policies, services, financial markets, and regulations. This position is subject to SAFE Act registration requirements, including registration and a background check.

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 the ability to actively listen and demonstrate empathy.
Strong analytical and organizational skills.
Detail-oriented with 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 center hours of operation.
Strong desire for point-of-call resolution.
Focus on client satisfaction.
Must meet SAFE Act registration requirements, including registration and the required background check.

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 brokerage website usage and navigation.
Research and resolve client requests, owning the management and communication of issue resolution.
Maintain current knowledge of Merrill products, policies, and services, as well as financial markets and regulations.