Investment Consultant II - Merrill

Job Description

This position is responsible for providing prospects and self‑directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs.

• 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 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 staying abreast of financial markets and regulations

• Series 7 & 66 required (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
• Basic knowledge of 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 capable of quickly learning 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 preferred but not required
• Previous brokerage experience a plus
• 1+ year of financial industry experience

• Account management & advisory client experience
• Branding, customer and client focus
• Oral communication, 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 – NJ – Pennington – 1400 American Blvd – Hopewell Bldg 4 (NJ2140). Pay range $26.44 – $36.06 hourly; offers determined by experience, education, and skill set. Formulaic incentive eligible. This role may participate in a formulaic incentive plan.

This role is benefits eligible. Benefits include industry‑leading pay, paid time off, and resources to support physical, emotional, and financial well‑being.