Investment Consultant II - Merrill Premium

Bank of America • Charlotte, NC

7d

About The Position

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

The Investment Consultant II manages the research and communication involved in resolving client issues, aiming for high client satisfaction and deeper relationships. The position educates clients about investment products, services, and trading strategies; answers account inquiries; executes and confirms securities transactions; and helps clients use the brokerage website. The role may involve residential mortgage loan origination and requires SAFE Act registration, including the required background check and maintaining good standing.

Requirements

• Series 7 and Series 66 licenses, or both Series 63 and Series 65 licenses; 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, organizational, interpersonal, and follow-up skills, with attention to detail.
• 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.
• High School Diploma, GED, secondary school education, 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, deepening existing relationships.
• Educate potential and existing clients about the bank’s investment products, services, and trading strategies.
• Meet performance goals by identifying 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.

Benefits

• The company describes support for teammates’ physical, emotional, and financial wellness.
• The company describes opportunities to learn, grow, and make an impact.

What This Job Offers

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