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Investment Consultant II - Merrill Premium (Series 7 Required)

Employer
Merrill Lynch
Location
Cockeysville, MD
Closing date
Aug 5, 2021

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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 inquiriesProvide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needsAccurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clientsAssist clients with 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 regulationsDeliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses Required skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Demonstrated passion and interest in financial marketsExcellent customer service skills with the ability to actively listen to clients and demonstrate empathyStrong analytical and organizational skillsDetail oriented, with good follow-up skillsStrong interpersonal skillsAbility to multi-task in a dynamic environmentBasic knowledge of the organization, products and/or servicesKnowledge of financial markets and trading strategiesExcellent verbal and written communication skillsProven ability to meet and exceed productivity and performance goalsMust be technologically savvy and able to quickly learn new systemsAbility to adapt and seek solutions for customers in a fast-paced environmentStrong desire for point of call resolution with emphasis on client satisfaction This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview: Investment Consultant IIs are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual clients investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. 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 your position requires SAFE Act registration, you will be 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.Job Band:H5Shift:A' 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Team hours/schedule range 7a-8p M-S.Referral Bonus Amount:5000 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 inquiriesProvide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needsAccurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clientsAssist clients with 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 regulationsDeliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses Required skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Demonstrated passion and interest in financial marketsExcellent customer service skills with the ability to actively listen to clients and demonstrate empathyStrong analytical and organizational skillsDetail oriented, with good follow-up skillsStrong interpersonal skillsAbility to multi-task in a dynamic environmentBasic knowledge of the organization, products and/or servicesKnowledge of financial markets and trading strategiesExcellent verbal and written communication skillsProven ability to meet and exceed productivity and performance goalsMust be technologically savvy and able to quickly learn new systemsAbility to adapt and seek solutions for customers in a fast-paced environmentStrong desire for point of call resolution with emphasis on client satisfaction This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview: Investment Consultant IIs are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual clients investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. 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 your position requires SAFE Act registration, you will be 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.Job Band:H5Shift:A' 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Team hours/schedule range 7a-8p M-S.Referral Bonus Amount:5000 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 inquiriesProvide proactive outreach to clients to strengthen the relationship to build a more personal connection and fully understand how we can serve their financial needsAccurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clientsAssist clients with 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 regulationsDeliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses Required skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Demonstrated passion and interest in financial marketsExcellent customer service skills with the ability to actively listen to clients and demonstrate empathyStrong analytical and organizational skillsDetail oriented, with good follow-up skillsStrong interpersonal skillsAbility to multi-task in a dynamic environmentBasic knowledge of the organization, products and/or servicesKnowledge of financial markets and trading strategiesExcellent verbal and written communication skillsProven ability to meet and exceed productivity and performance goalsMust be technologically savvy and able to quickly learn new systemsAbility to adapt and seek solutions for customers in a fast-paced environmentStrong desire for point of call resolution with emphasis on client satisfaction This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview: Investment Consultant IIs are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual clients investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. 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 your position requires SAFE Act registration, you will be 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. Shift:1st shift (United States of America) Hours Per Week:A' 40

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