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Merrill Edge Investment Consultant – Client Relationship Team

Bank of America
Lincoln, RI
  • Job Code
Company Bank of America

Job Title Merrill Edge Investment Consultant – Client Relationship Team

Jobid bankofamerica-17076462LincolnRI

Location: Lincoln, RI, 02865, USA

Description **Job Description:**

Job Description

Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position is subject to SAFE Act registration requirements. 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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.


Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations

Understand and proactively identify opportunities for additional business from existing clients

Demonstrate a passion for driving sales and being self-motivated

Identify referral opportunities for various internal partners

Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies

Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities

Align with client's conversation style to drive better engagement and optimal experience

Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge


**Series 7 required.**

**Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days.**

Two years sales experience

Ability to have need based conversations and prior sales experience, preferably investment related.

Superior customer service skills.

Excellent verbal and written communication skills required.

Strong analytical, technical skills, and organizational skills.

Detailed oriented with excellent follow-up skills.

Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change.

Problem solving skills and the ability to clearly articulate responses and solutions.

Must be able to work independently and be a team player to achieve team goals.

Strong investment product and industry knowledge

**Posting Date** : 11/15/2017

**Location** :

Lincoln, RI, 670 GEORGE WASHINGTON HWY (RI1541),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Financial Services

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Merrill Edge Investment Consultant – Client Relationship Team

Bank of America
Lincoln, RI

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Merrill Edge Investment Consultant – Client Relationship Team

Bank of America
Lincoln, RI

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