Investment Consultant II - Merrill Premium
$60,008–$75,005 year
On-siteLincoln, Nebraska, United States or Riverside, California, United States
Job Summary
Provide financial guidance and assistance to prospects and self-directed investors by identifying product solutions that meet their investment and saving needs. Educate clients on investment products, services, and trading strategies while accurately executing and confirming trade orders initiated by self-directed clients. Resolve client issues through inbound and outbound phone interactions, maintaining current knowledge of Merrill products, policies, and financial markets. Achieve high client satisfaction and relationship deepening through a disciplined approach, uncovering additional needs to refer clients to business counterparts. Own the management, research, and communication process for client requests, ensuring point-of-call resolution in a fast-paced environment. This role requires Series 7 and 66 registration and involves working the 1st shift at Bank of America's Rhode Island call centers.
Required Qualifications
- 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
- Must be able to lift 50 lbs
Desired Qualifications
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
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