Investment Consultant II - Merrill Premium

Bank of America•Chandler, AZ

3d•Onsite

About The Position

At Bank of America, the Investment Consultant II helps prospects and self-directed investors by identifying financial products and service solutions that address their investment and savings needs. The role applies knowledge of investments, products, financial markets, policies, procedures, and processes to clients’ investment needs. The position owns the management, research, and communication involved in resolving client issues, with a focus on high client satisfaction and relationship deepening through a disciplined and responsible approach. It may involve residential mortgage loan origination and therefore requires SAFE Act registration and a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. This is a first-shift role, 40 hours per week, with flexibility to work an assigned shift within the center’s hours of operation. Bank of America describes an in-office culture with role-specific flexibility based on responsibilities and business needs.

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.
Detail orientation 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 quickly learn new systems.
Ability to adapt and seek 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.
High school diploma, GED, secondary school, or equivalent.
SAFE Act registration and required background check if engaged in residential mortgage loan origination.

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 investment products, services, and trading strategies offered by the bank.
Meet performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts.
Manage, research, and communicate the resolution of client issues to support high client satisfaction.
Register for and maintain good standing with the federal SAFE Act registry, including completing the required background check, if engaged in residential mortgage loan origination.