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
• Deliver exceptional service to clients by answering general account inquiries
• Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
• Afford clients with brokerage consumer website usage and navigation
• Research and resolve client requests
• Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Requirements

• 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

Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Required: Basic knowledge of the organization, products and/or services
• Required: Knowledge of financial markets and trading strategies
• Preferred: Call center experience
• Preferred: Previous Brokerage experience
• Preferred: 1+ years of financial industry experience