Investment Consultant II - Merrill Premium

Job Description This position 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. 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 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 staying abreast of financial markets and regulations Required Qualifications Series 7 & 66 required (if not currently held, Series 66 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 good follow‑up skills Strong interpersonal skills Ability to multi‑task in a dynamic environment Basic knowledge of 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 capable of quickly learning 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 preferred but not required Previous brokerage experience a plus 1+ year of financial industry experience Skills Account management & advisory client experience Branding, customer and client focus Oral communication, active listening, attention to detail Client solutions advisory, issue management, pipeline management, causation analysis Client management policies, procedures, and guidelines Risk management, trading Shift 1st shift (United States of America) Hours per Week 40 Pay US – NJ – Pennington – 1400 American Blvd – Hopewell Bldg 4 (NJ2140). Pay range $26.44 – $36.06 hourly; offers determined by experience, education, and skill set. Formulaic incentive eligible. This role may participate in a formulaic incentive plan. Benefits This role is benefits eligible. Benefits include industry‑leading pay, paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr