Bank of America Hiring – Investment Consultant II

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.

Job Responsibilities:

• Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
• 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
• Research and resolve client requests
• Assist clients with website usage and navigation
• Deliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses
• 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
• Educate potential and existing clients about investment products, services and trading strategies

Job Details:

Company: Bank of America

Vacancy Type: Full Time

Job Location: St. Petersburg, FL, US

Application Deadline: N/A

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