Investment Consultant II - Merrill Premium
Bank of America · Pennington, NJ · 3 wk ago
FinanceFull-time
Responsibilities
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
- Edits 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
- Basic knowledge of the organization, products and/or services
- 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