Investment Consultant II - Merrill Premium

Bank of America • Hunt Valley, MD

1d • Onsite

About The Position

At Bank of America, the Investment Consultant II supports prospects and self-directed investors by identifying product and service solutions that meet their investment and savings needs. The role applies knowledge of investments, financial markets, policies, procedures, and processes to clients’ investment needs, servicing requests, and trading activity through inbound and outbound phone interactions.

The Investment Consultant II manages the research and communication needed to resolve client issues, works toward high client satisfaction and deeper relationships, and supports clients with account inquiries, securities transactions, and use of the brokerage website. The position requires SAFE Act registration and completion of the required background check and registration process; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based at the specified Hunt Valley, Maryland location, is on first shift, and has a 40-hour workweek. Pay is $28.85–$36.06 per hour, with offers determined by 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 and 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.
• SAFE Act registration, including the required background check and registration process.
• For internal employees, participation in a work-from-home posture does not make them ineligible to post.

Nice To Haves

• Call center experience is preferred but not required.
• Previous brokerage experience is a plus.
• One or more years 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 existing relationships, and referring clients to business counterparts.
• Answer general account inquiries and deliver exceptional client service.
• Accurately execute and confirm trade orders and a variety of securities transactions initiated by self-directed clients.
• Assist clients with brokerage consumer website usage and navigation.
• Research and resolve client requests and issues.
• Maintain current knowledge of Merrill products, policies, and services, and keep abreast of financial markets and regulations.
• Manage, research, and communicate issue resolutions to clients.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.

What This Job Offers

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