Investment Consultant II - Merrill Premium
Core
Provide financial guidance, execute trades, and manage client relationships for self-directed investors and prospects.
Role type
Investment Consultant (Self-Directed Investor Support)
Builds
Client relationships and brokerage account activity
Domain
Financial Services / Investment Banking
Deliverable
client delivery
Required skills
Series 7 and 66 licenses, knowledge of financial markets and trading strategies, trade execution, client relationship management, regulatory compliance (SAFE Act)
Preferred skills
Call center experience, previous brokerage experience, 1+ years in financial industry
Technologies
Brokerage consumer website, internal trading systems
Responsibilities
Execute and confirm trade orders for self-directed clients, educate clients on investment products and trading strategies, resolve client issues and inquiries, maintain knowledge of Merrill products and regulations
Seniority
Individual Contributor