Investment Consultant II

Bank of America

. Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships .

Posted 5/5/2026full-timeEast Providence • Rhode Island • 🇺🇸 United StatesJunior💰 $26 - $36 per hourWebsite

About the role

Key responsibilities & impact

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
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Requirements

What you’ll need

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Demonstrated passion and interest in financial markets
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Strong analytical and organizational skills
Detail oriented, with good follow-up skills
Strong interpersonal skills
Ability to multi-task in a dynamic environment
Requires basic knowledge of the organization, products and/or services
Requires knowledge of financial markets and trading strategies
Excellent verbal and written communication skills
Proven ability to meet and exceed productivity and performance goals
Must be technologically savvy and able to quickly learn new systems
Ability to adapt and seek solutions for customers in a fast-paced environment
Must be flexible to work assigned shift within center hours of operation
Strong desire for point of call resolution

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
resources and support to our employees

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Series 7Series 66financial marketstrading strategiessecurities transactionsbrokerage consumer website usageperformance goalsclient needs analysisaccount inquiriesinvestment products

Soft Skills

customer serviceactive listeningempathyanalytical skillsorganizational skillsdetail orientedfollow-up skillsinterpersonal skillsmulti-taskingverbal communication

Certifications

Series 7Series 66