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 and securities transactions. Resolve client issues through inbound and outbound phone interactions, managing the research and communication process to achieve high client satisfaction and relationship deepening. Maintain current knowledge of Merrill products, policies, and financial markets while referring clients to business counterparts. This role requires Series 7 and 66 registration, operates in a 1st shift environment, and offers hourly pay ranging from $28.85 to $36.06.
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
- This position is subject to SAFE Act registration requirements
- Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process
- Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination
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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