Investment Consultant - Premium Team (Series 7 Required) Investment Consultant - Premium Team (Series 7  …

Bank of America Merrill Lynch
in Pawtucket, RI, United States
Permanent, Full time
Be the first to apply
Competitive
Bank of America Merrill Lynch
in Pawtucket, RI, United States
Permanent, Full time
Be the first to apply
Competitive
Investment Consultant - Premium Team (Series 7 Required)
Job Description:

Merrill Premium Investment Consultants work with our active self-directed clients, ensuring that they have the tools and resources to navigate their financial lives - whether they are just starting out, buying a home, building a family or planning for retirement. Premium Investment Consultants demonstrate knowledge of investments and financial markets needed to assist our Premium clients with all their servicing and trading needs. Through a call center environment, Investment Consultants will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, and want the ability to learn more about markets and investments, the Premium Investment Consultant II is the ideal role for you.

We'll help you:
  • Deliver exceptional service to clients by answering general account inquiries
  • Provide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needs
  • Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
  • Assist clients with 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
  • Deliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

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