Investment Consultant II - Merrill Premium

Investment Consultant II The Investment Consultant II is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. The role requires knowledge of investments, products, financial markets, policies, procedures, and processes to address client investment needs. This position may also be responsible for residential mortgage loans and must comply with SAFE Act registration requirements. Key Responsibilities Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships. Educates potential and existing clients about investment products, services, and trading strategies offered by the bank. Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts. Delivers exceptional service to clients by answering general account inquiries. Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients. Assists clients with brokerage consumer website usage and navigation. Researches and resolves client requests. Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations. Required Qualifications Series 7 and 66 (or both the 63 and 65) required; if 66 is not currently held, must be obtained within 90 days. Demonstrated passion and interest in financial markets. Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy. Strong analytical and organizational skills. Detail oriented, with 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. Technologically savvy and able to quickly learn new systems. Ability to adapt and seek solutions for customers in a fast‑paced environment. Flexible to work assigned shift within center hours of operation. Strong desire for point‑of‑call resolution. Focus on client satisfaction. Desired Qualifications Call center experience. Previous brokerage experience. At least 1 year of financial industry experience. Skills Account Management Advisory Client Experience Branding Client and Customer Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Administration Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America). Hours Per Week 40. #J-18808-Ljbffr