Investment Consultant II - Merrill Premium
Core
Provide financial guidance and assistance to prospects and self-directed investors by identifying product and service solutions for 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 knowledge, Financial market analysis, Client relationship management, Regulatory compliance (SAFE Act), Product knowledge
Preferred skills
Call center experience, Brokerage experience, Financial industry experience
Technologies
Trading systems, Bank internal platforms
Responsibilities
Educate clients on investment products and trading strategies, Resolve client issues and deepen relationships, Uncover additional client needs and refer to business counterparts
Seniority
Individual Contributor
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