Investment Consultant II - Merrill Premium
Core
Provides financial guidance and assistance to prospects and self-directed investors by identifying product and service solutions that meet their investment and saving needs.
Role type
Investment Consultant
Builds
Client relationships and investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, Financial market analysis, Client relationship management, Regulatory compliance (SAFE Act), Series 7 and 66 licensing, Sales and referral coordination
Preferred skills
Call center experience, Brokerage experience, 1+ years in financial industry
Technologies
Banking and trading systems
Responsibilities
Educate clients on investment products and trading strategies, Uncover additional client needs to deepen relationships, Refer clients to business counterparts, Resolve client issues and manage the communication process
Seniority
Individual Contributor