Investment Consultant II - Merrill

Key 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 existing relationships, and referring clients to business counterparts
• Deliver exceptional service to clients by answering general account inquiries
• 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
• Educate potential and existing clients about investment products, services and trading strategies
• Research and resolve client requests
• Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Series7, and 66 or equivalent (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
• Requires basic knowledge of the organization, products and/or services
• Requires knowledge of financial markets and trading strategies
• Excellent verbal and written communication skills
• Proven ability to meet and exceed productivity and performance goals
• Must be 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

• Call center experience is preferred but not required
• Previous Brokerage experience is a plus
• 1+ years of financial industry experience

• 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

Trading Shift: 1st shift (United States of America)

Hours per Week: 40

Privacy Statement: