Investment Consultant II - Merrill Premium

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

Requirements

• Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, 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 strong follow-up skills
• Strong interpersonal skills
• Ability to multitask in a dynamic environment
• Basic knowledge of the 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
• Tech-savvy and able to quickly learn 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

Qualifications

• High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40