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 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!

• 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
• Educates potential and existing clients about investment products, services and trading strategies
• Researches and resolves client requests
• Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

• Series 7 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

1st shift (United States of America)

40

US – RI – Lincoln – 670 George Washington Hwy (RI1541)
Pay range: $26.44 – $36.06 hourly pay, 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 are earned based on the employee’s performance against defined metrics.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, 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.