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 II (Financial Services)
Builds
Client relationships and brokerage account activity
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Series 7 and 66 licenses, financial market knowledge, trade execution, client relationship management, regulatory compliance (SAFE Act)
Preferred skills
Call center experience, previous brokerage experience, 1+ years financial industry experience
Technologies
Brokerage consumer website, trading platforms
Responsibilities
Educate clients on investment products and trading strategies, execute and confirm trade orders, resolve client inquiries, maintain knowledge of Merrill products and regulations
Seniority
Individual Contributor