Investment Consultant II - Merrill Premium
Company: Disability Solutions
Location: Lincoln
Posted on: October 24, 2024
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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. 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
relationshipsEducates potential and existing clients about
investment products, services, and trading strategies offered by
the bankDelivers on performance goals by uncovering additional
client needs, deepening existing relationships, and referring
clients to business counterpartsDeliver exceptional service to
clients by answering general account inquiriesAccurately execute
and confirm trade orders as well as a variety of securities
transactions initiated by self-directed clientsAssist clients with
brokerage consumer website usage and navigationEducate potential
and existing clients about investment products, services and
trading strategiesResearch and resolve client requestsMaintain
current knowledge of Merrill products, policies, and services while
keeping abreast of financial markets and regulationsRequired
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 satisfactionDesired Qualifications:- Call center
experience is preferred but not required- Previous Brokerage
experience is a plus- 1+ years of financial industry
experienceSkills:Account ManagementAdvisoryClient Experience
BrandingCustomer and Client FocusOral CommunicationsActive
ListeningAttention to DetailClient Solutions AdvisoryIssue
ManagementPipeline ManagementCausation AnalysisClient
ManagementPolicies, Procedures, and GuidelinesRisk
ManagementTradingShift:1st shift (United States of America)Hours
Per Week: 40Pay Transparency detailsUS - RI - Lincoln - 670 George
Washington Hwy (RI1541)Pay and benefits informationPay range$26.44
- $36.06 hourly pay, offers to be determined based on experience,
education and skill set.Formulaic incentive eligibleThis 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.BenefitsThis 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.
Keywords: Disability Solutions, Chicopee , Investment Consultant II - Merrill Premium, Professions , Lincoln, Massachusetts
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