Investment Consultant II - Merrill Premium
$60,008–$75,005 year
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$60,008–$75,005 yearLarge
Full TimeLarge
Job Summary
Provides prospects and self-directed investors with financial guidance by identifying broader investment and service solutions that meet their needs; educates clients about investment products and trading strategies, pursues relationship deepening through proactive client engagement, and maintains compliance with required registrations and background checks. The role emphasizes in-office collaboration, client satisfaction, and the ability to meet performance goals within a Bank of America advisory context.
Required Qualifications
- Series 7 and 66 (or 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days
- Excellent customer service skills
- Strong analytical and organizational skills
- Detail oriented
- Strong interpersonal skills
- Ability to multitask
- Knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Technologically savvy and able to quickly learn new systems
- Flexible to work assigned shift within center hours of operation
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Series 7 and 66 (or 63 and 65)
- High School Diploma / GED
- Excellent customer service skills
- Strong analytical and organizational skills
- Detail oriented
- Strong interpersonal skills
- Ability to multitask
- Knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Technologically savvy and quick to learn new systems
- Flexibility to work assigned shift within center hours
- Experience in client advisory or brokerage environments
- Familiarity with investment products and services
- Ability to educate clients about investment options
- Proven ability to meet and exceed productivity and performance goals
- Experience with residential mortgage loan origination SAFE Act considerations (if applicable)
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