Investment Consultant II - Merrill Premium
Core
Provide financial guidance, trade execution, and client support for self-directed investors and prospects via phone and digital channels.
Role type
Investment Consultant (Client Service & Trading Support)
Builds
Client relationships and trading activity for Merrill self-directed investors
Domain
Financial Services / Investment Banking / Retail Brokerage
Deliverable
client delivery
Required skills
Investment product knowledge, Trading execution, Client relationship management, Financial market analysis, Regulatory compliance (SAFE Act), Phone communication, Trade order confirmation
Preferred skills
Call center experience, Brokerage experience, 1+ years financial industry experience
Technologies
Merrill brokerage website, Trading platforms, CRM systems
Responsibilities
Educate clients on investment products and trading strategies, Execute and confirm trade orders, Resolve client issues via inbound/outbound calls, Maintain knowledge of policies and financial markets, Refer clients to business counterparts
Seniority
Individual Contributor, Entry to Mid-level
