Investment Consultant II - Merrill Premium

Bank of America; Chicago (IL); On-site; USD 39,743 - 49,676; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligibility

Job summary

Bank of America in Chicago seeks a skilled Financial Advisor to provide guidance to prospects and self-directed investors. The role involves identifying the right products and services to enhance investments and savings.

The ideal candidate will have Series 7 and 66 certifications, strong analytical skills, and the ability to educate clients about investment options. This position also offers performance incentives and competitive pay.

Qualifications

• Series 7 and 66 (or both 63 and 65) is required; if not held, must obtain within 90 days.
• Demonstrated passion and interest in financial markets.
• Excellent customer service skills and ability to listen actively.

Responsibilities

• Provide clients with financial guidance while deepening existing relationships.
• Educate clients about investment products and trading strategies.
• Meet performance goals by uncovering client needs and referring them.

Skills

Account Management

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

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. The role requires 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. The position may also be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. 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

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)

Pay range $28.85 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.