Investment Consultant Ii - Merrill Premium

Investment Consultant II - Merrill Premium

Lincoln, Rhode Island

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.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We're devoted to being a diverse and inclusive workplace for everyone.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees.
We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
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 is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.
The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes.
The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
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

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

- Series 7, and 66 or equivalent (if not currently held, Series 66 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 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

Desired Qualifications:

Call center experience is preferred but not required

Previous Brokerage experience is a plus

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - RI - Lincoln - 670 George Washington Hwy (RI1541)

Pay and benefits information

Pay range

$26.44 - $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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits.
Receipt of this document does not automatically entitle you to benefits offered by Bank of America.
Every effort has been made to ensure the accuracy of this communication.
However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.
Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents.
Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.