Investment Consultant II - Merrill Premium

Calling all experienced Investment Consultants! Bank of America is seeking a highly skilled and motivated individual to join our team as an Investment Consultant II for our prestigious Merrill Premium division. As a member of our team, you will have the opportunity to work with high net worth clients, providing them with personalized investment advice and solutions. We are looking for someone who is passionate about helping clients achieve their financial goals, and who has a strong understanding of the markets and investment products. If you have a proven track record in providing exceptional service and driving results, we want to hear from you. Join us and take your career to the next level at Bank of America.

1. Provide personalized investment advice and solutions to high net worth clients.
2. Develop and maintain relationships with clients, understanding their financial goals and needs.
3. Conduct in-depth market research and analysis to stay updated on investment trends and products.
4. Utilize strong knowledge of various investment products to make recommendations to clients.
5. Collaborate with team members and other departments to ensure a seamless client experience.
6. Proactively reach out to potential clients and generate new business opportunities.
7. Meet and exceed sales targets and performance metrics.
8. Maintain accurate and detailed records of client interactions and transactions.
9. Continuously educate and inform clients on market trends, economic news, and investment opportunities.
10. Stay updated on industry regulations and compliance standards.
11. Provide exceptional customer service and promptly address any client concerns or issues.
12. Attend regular training and development sessions to enhance skills and knowledge.
13. Represent Bank of America and the Merrill Premium division in a professional and positive manner.

According to JobzMall, the average salary range for a Investment Consultant II - Merrill Premium in Lincoln, RI, USA is $85,000 - $125,000 per year. This can vary depending on factors such as experience, education, and location.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.