Investment Consultant II - Merrill Premium

Job Title

Investment Consultant II

The Investment Consultant II at Bank of America provides prospects and self‑directed investors with financial guidance, assistance, and recommendations for investment products and services. The role includes managing client interactions, resolving inquiries, and ensuring high client satisfaction while complying with regulatory requirements such as SAFE Act registration.

• 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 existing 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 keeping abreast of financial markets and regulations
• Owns the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures, and processes
• Achieves high client satisfaction and relationship deepening through a disciplined and responsible approach
• May provide residential mortgage loan services under SAFE Act requirements

The role may involve providing residential mortgage loans and is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, 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 strong follow‑up skills
• Strong interpersonal skills
• Ability to multitask 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
• Flexible to work assigned shift within center hours of operation
• Strong desire for point of call resolution
• Focus on client satisfaction

• Call center experience
• Previous brokerage experience
• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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