Investment Consultant II - Merrill Premium
Core
Provide 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
Investment and saving solutions for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Knowledge of investments, products, financial markets, policies, and procedures; Series 7 and 66 (or 63 and 65) licenses; ability to uncover client needs; relationship management; performance goal achievement
Preferred skills
Call center experience; previous brokerage experience; 1+ years of financial industry experience
Technologies
New banking systems
Responsibilities
Educate clients about investment products, services, and trading strategies; resolve client issues; refer clients to business counterparts
Seniority
Individual Contributor