Investment Consultant II - Merrill Premium
Core
Providing financial guidance and assistance to prospects and self-directed investors by identifying product and service solutions to meet their investment and saving needs.
Role type
Investment Consultant
Builds
Client relationships and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, Financial market analysis, Client relationship management, Regulatory compliance (SAFE Act), Series 7 and 66 certification
Preferred skills
Call center experience, Brokerage experience, 1+ years financial industry experience
Technologies
Trading systems, Mortgage loan origination systems
Responsibilities
Educate clients on investment products and trading strategies, Uncover additional client needs to deepen relationships, Resolve client issues and achieve high satisfaction, Provide residential mortgage loans if applicable
Seniority
Individual Contributor