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

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

Investment Consultant II

Key skills