Investment Consultant II - Merrill Premium

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. Deliver on performance goals by uncovering additional client needs, deepening relationships, and referring clients to business counterparts. Answer general account inquiries to deliver exceptional client service. Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self‑directed clients. Assist clients with brokerage consumer website usage and navigation. Research and resolve client requests. Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations. Own the management, research, and communication of resolution to client issues, ensuring high client satisfaction and relationship deepening through a disciplined and responsible approach. Note: This position is subject to SAFE Act registration requirements and must remain in good standing. 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 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. Must be 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 is preferred but not required. Previous brokerage experience is a plus. 1+ years of financial industry experience. Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications 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 Transparency Details Location: US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay range: $26.44 - $36.06 hourly, to be determined based on experience, education, and skill set. Formulaic Incentive Plan This role is eligible to participate in a formulaic incentive plan, with monthly, quarterly, and/or annual incentive opportunities earned based on performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, and resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr