Investment Consultant II

Responsibilities

• 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.
• 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.