About this opportunity
Bank of America lists this Investment Consultant II - Merrill Premium opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. The role requires applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client’s investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. The position may also be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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
Required Qualifications
Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, 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 strong follow-up skills
Strong interpersonal skills
Ability to multitask in a dynamic environment
Basic knowledge of the organization, products and/or services
Knowledge of financial markets and trading strategies
Excellent verbal and written communication skills
Proven ability to meet and exceed productivity and performance goals
Technologically savvy and able to quickly learn new systems
Ability to adapt and seek solutions for customers in a fast-paced environment
Flexible to work assigned shift within center hours of operation
Strong desire for point of call resolution
Focus on client satisfaction
Desired Qualifications
Call center experience
Previous brokerage experience
1+ years of financial industry experience
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)
Pay range $28.85 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.