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Bank of America Investment Consultant II - Merrill Premium (Series 7 Required) in Hunt Valley, Maryland

Investment Consultant II - Merrill Premium (Series 7 Required)

Hunt Valley, Maryland

Job Description:

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.

Responsibilities include:

•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

•Deliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses

This position may be 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. If 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 your immediate termination.

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.

Required skills:

  • Series 7 & 66 (or both the 63 & 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 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

Desired skills:

  • Call center experience is preferred but not required

  • Previous Brokerage experience is a plus

  • 1+ years of financial industry experience


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at .

To view the "EEO is the Law" Supplement, CLICK HERE at .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .