Investment Consultant II - Merrill Premium
Core
Provide financial guidance, investment product education, and trade execution support to self-directed investors and prospects via phone and digital channels.
Role type
Investment Consultant (Self-Directed Investor Support)
Builds
Client relationships and brokerage account activity for self-directed investors
Domain
Financial Services / Investment Advisory
Deliverable
client delivery
Required skills
Investment product knowledge, trade execution, client issue resolution, financial market analysis, regulatory compliance (SAFE Act), relationship management
Preferred skills
Call center experience, previous brokerage experience, 1+ years in financial industry
Technologies
Brokerage consumer website, internal trading systems, federal registry systems
Responsibilities
Educate clients on investment products and trading strategies, execute and confirm trade orders, resolve client inquiries and issues, maintain knowledge of Merrill products and regulations
Seniority
Individual Contributor, entry-to-mid level