Investment Consultant II - Merrill Premium

Bank of America • Charlotte, NC

5d • 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 aligned with their investment and saving needs. The registered consultant applies knowledge of investments, financial markets, products, policies, procedures, and processes to support client investment needs and servicing and trading requests through inbound and outbound phone interactions.

The role owns the research, management, and communication involved in resolving client issues, with a focus on high client satisfaction and relationship deepening. It may involve residential mortgage loan origination and requires SAFE Act registration and the associated background check; employees must maintain good standing in the federal registry. The position works a first shift for 40 hours per week and must be flexible to work an assigned shift within the center’s operating hours.

Requirements

• Series 7 and Series 66 licenses, or both Series 63 and Series 65; 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 strong 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 aptitude 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 operating hours.
• Strong desire to resolve issues on the point of call and focus on client satisfaction.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Call center experience.
• Previous brokerage experience.
• 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 the bank’s investment products, services, and trading strategies.
• 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 consumer website usage and navigation.
• 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 resolution of client issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED