Investment Consultant II - Merrill Premium

Welcome to Bank of America, one of the leading financial institutions in the world. We are currently seeking an experienced and driven Investment Consultant II to join our team as part of the Merrill Premium division. As an Investment Consultant II, you will play a crucial role in helping our clients achieve their financial goals through personalized investment strategies and recommendations. This is an exciting opportunity for someone who is passionate about finance and is looking to take their career to the next level. If you have a strong background in investment consulting and a dedication to providing exceptional customer service, we encourage you to apply. Join our team and help make a positive impact on the financial future of our clients.

1. Provide exceptional customer service to clients by understanding their financial needs and goals and offering personalized investment strategies and recommendations.
2. Conduct thorough financial analysis and research to identify suitable investment options for clients.
3. Stay up-to-date on market trends, economic conditions, and investment products in order to provide the most relevant and beneficial advice to clients.
4. Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty to the bank.
5. Utilize sales techniques to promote and cross-sell investment products and services to clients.
6. Collaborate with other team members and departments to ensure a seamless client experience and to achieve departmental goals.
7. Adhere to all regulatory and compliance policies and procedures to ensure the protection of clients and the bank.
8. Continuously educate and inform clients on the features and benefits of various investment products and services.
9. Meet or exceed sales targets and contribute to the overall success of the Merrill Premium division.
10. Maintain accurate and organized client records, reports, and files.
11. Represent the bank and the Merrill Premium division in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Investment Consultant II - Merrill Premium in Hunt Valley, Cockeysville, MD, USA is $80,000-$100,000 per year. This can vary depending on the specific company and location. Some companies may offer higher salaries or additional benefits such as bonuses or commission.

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.