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    Community Investment Advisor - England, United Kingdom - Bank of America

    Bank of America
    Bank of America England, United Kingdom

    2 weeks ago

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    Description
    Investment Consultant II - Merrill Premium page is loaded Investment Consultant II - Merrill Premium
    Apply locations Pennington Hunt Valley Lincoln Rolling Meadows Chandler time type Full time posted on Posted 5 Days Ago job requisition id

    Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

    Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

    This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs.

    Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs.

    Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

    The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions.

    The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes.

    Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
    Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
    Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries
    Assist clients with brokerage consumer website usage and navigation
    Educate potential and existing clients about investment products, services and trading strategies
    Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
    Must currently be in a Senior Investment Specialist-ADV role (job code BQ240) to be eligible for this opening

    • Demonstrated passion and interest in financial markets
    • Requires knowledge of financial markets and trading strategies
    • Proven ability to meet and exceed productivity and performance goals
    • Must be flexible to work assigned shift within center hours of operation
    • 1+ years of financial industry experience
    Account Management
    Client Experience Branding
    Causation Analysis
    Policies, Procedures, and Guidelines
    Risk Management

    Trading Shift:

    1st shift (United States of America)

    Hours Per Week:

    Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

    Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
    Regardless of the position you are interested in, the starting points to building your resume are the same:
    Considerations when writing a resume


    • Do use high quality, white or light colored 81⁄2 x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
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