Full-Time

Investment Consultant II

Merrill Premium

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Entry, Junior

Fort Worth, TX, USA

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Finance & Banking
Required Skills
Customer Service
Requirements
  • 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
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

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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