Investment Consultant II - Merrill

Job Description

At 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 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 a level of flexibility appropriate for role‑specific considerations.

This position is responsible for providing prospects and self‑directed investors with financial assistance by identifying product and service solutions that meet their investment and saving needs. The role requires SAFE Act registration and compliance with federal regulations; failure to maintain registration may result in disciplinary action up to termination.

• Provide prospects and self‑directed investors with financial guidance and assistance based on their needs to deepen existing relationships.
• Educate 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 by answering general account inquiries.
• Accurately execute and confirm trade orders as well as securities transactions initiated by self‑directed clients.
• Assist clients with brokerage consumer website usage and navigation.
• Educate 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.

• Series 7 and 66 or equivalent (Series 66 to be obtained within 90 days if not currently held).
• Proven passion and interest in financial markets.
• Excellent customer service skills with 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.
• Adaptability and proactive problem‑solving in a fast‑paced environment.
• Flexibility to work assigned shift within center hours of operation.
• Strong desire for point‑of‑call resolution.
• Focus on client satisfaction.

• Call center experience preferred but not required.
• Previous brokerage experience 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

1st shift (United States of America)

40

US - RI
- East Providence - 218 TAUNTON AVE - TAUNTON AVENUE BC (RI1125), US - RI
- Lincoln - 670 George Washington Hwy (RI1541)

Pay range: $26.44 - $36.06 hourly, offers to be determined based on experience, education and skill set. Formulaic incentive eligible.

Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives may be comprised of monthly, quarterly and/or annual opportunities based on performance. This role is benefit eligible; we provide industry‑leading benefits, access to paid time off, resources and support to make a genuine impact.