Investment Consultant II - Merrill Premium

Investment Consultant IIAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!This job 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. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures, and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationshipsEducates potential and existing clients about investment products, services, and trading strategies offered by the bankDelivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterpartsDeliver exceptional service to clients by answering general account inquiriesAccurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clientsAssist clients with brokerage consumer website usage and navigationEducate potential and existing clients about investment products, services, and trading strategiesResearch and resolve client requestsMaintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulationsRequired Qualifications:Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 daysDemonstrated passion and interest in financial marketsExcellent customer service skills with the ability to actively listen to clients and demonstrate empathyStrong analytical and organizational skillsDetail oriented, with strong follow-up skillsStrong interpersonal skillsAbility to multitask in a dynamic environmentBasic knowledge of the organization, products, and/or servicesKnowledge of financial markets and trading strategiesExcellent verbal and written communication skillsProven ability to meet and exceed productivity and performance goalsTechnologically savvy and able to quickly learn new systemsAbility to adapt and seek solutions for customers in a fast-paced environmentFlexible to work assigned shift within center hours of operationStrong desire for point of call resolutionFocus on client satisfactionDesired Qualifications:Call center experiencePrevious brokerage experience1+ years of financial industry experienceSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40