Investment Consultant II - Merrill Premium

Bank of America; Pennington (AL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Formulaic incentive

Benefits eligible

Job summary

Bank of America is seeking a qualified financial advisor to provide prospects and self-directed investors with financial guidance and investment solutions. You will apply knowledge of investments, products, and markets to meet clients’ needs while managing research and communication to resolve issues and deepen relationships.

The role emphasizes comprehensive client service, adherence to regulatory requirements (SAFE Act noted for mortgage-related tasks), and a commitment to collaborative

Qualifications

• Series 7 and 66 (or 63/65) required; if 66 not held, must obtain within 90 days.
• Demonstrated passion and interest in financial markets.
• Excellent customer service with active listening and empathy.
• Strong analytical and organizational skills.
• Detail oriented with strong follow-up skills.
• Strong interpersonal skills and ability to multitask in a dynamic environment.

Responsibilities

• Provides prospects and self-directed investors with financial guidance to deepen relationships.
• Educates clients about investment products, services, and trading strategies offered by the bank.
• Delivers on performance goals by uncovering needs, deepening relationships, and referring clients to business counterparts.

Skills

Series 7

Series 66

High school diploma

Customer service

Analytical skills

Interpersonal skills

Education

High School Diploma

Tools

Trading systems

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

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

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.