Investment Consultant II

Bank of America

Investment Consultant II at Bank of America providing financial assistance. Engaging with investors to deepen relationships and deliver exceptional service based on investment needs.

Posted 6/25/2026full-timeLincoln • Rhode Island • 🇺🇸 United StatesJunior💰 $29 - $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
Delivers exceptional service to clients by answering general account inquiries
Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients
Assists clients with brokerage consumer website usage and navigation
Maintains 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 make a genuine impact and contribute to sustainable growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Series 7Series 66financial markets knowledgetrading strategiessecurities transactionsbrokerage website navigation

Soft Skills

customer serviceactive listeningempathyanalytical skillsorganizational skillsdetail orientedfollow-up skillsinterpersonal skillsmulti-taskingcommunication skills

Certifications

Series 7Series 66