Investment Consultant II - Merrill Premium

Bank of America; Chandler (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Chandler, AZ seeks an investment-focused professional to provide guidance to prospects and self-directed investors by identifying financial solutions that meet their investment and savings needs.

You will apply knowledge of investments, products, markets, and policies to client needs, manage research and communications to resolve issues, and pursue high client satisfaction and relationship deepening while complying with SAFE Act requirements.

Qualifications

• Must hold Series 7 and 66 (or 63 and 65) with 90 days to obtain.
• Strong interest and enthusiasm for financial markets.
• Excellent customer service and active listening abilities.
• Strong analytical and organizational skills.
• Detail-oriented with solid follow-up and accountability.
• Excellent verbal and written communication; able to meet productivity goals.

Responsibilities

• Provide prospects and self-directed investors with financial guidance to deepen relationships.
• Educate clients about investment products, services, and trading strategies offered by Bank of America.
• Develop client relationships by identifying needs, uncovering opportunities, and referring clients to appropriate specialists.

Skills

Series 7 & 66

Customer service

Analytical skills

Communication skills

Interpersonal skills

Time management

Financial markets

Trading knowledge

Education

High School Diploma / GED

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications

• 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


• Technologically 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

Desired Qualifications

• Call center experience


• Previous brokerage experience


• 1+ years of financial industry experience

Skills

• Account Management


• Advisory


• Client Experience Branding


• Customer and Client Focus


• Oral Communications


• Active Listening


• Attention to Detail


• Client Solutions Advisory


• Issue Management


• Pipeline Management


• Causation Analysis


• Client Management


• Policies, Procedures, and Guidelines


• Risk Management


• Trading

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40