Bank of America
Investment Consultant II - Merrill Premium
Fort Worth · Full-time · Posted Aug 25, 2026
- Experience
- 1+ years of financial industry experience is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides investment guidance and brokerage servicing to prospects and self-directed investors, including executing trades, resolving client issues, and identifying solutions to deepen relationships.
What you'll do
- Educate clients about investment products, services, and trading strategies, and provide financial guidance based on their needs.
- Answer account inquiries, assist with website navigation, and research and resolve client requests.
- Execute and confirm securities transactions and refer clients to business counterparts when appropriate.
What they ask for
- Series 7 and 66, or Series 7 and both Series 63 and 65; Series 66 must be obtained within 90 days if not currently held.
- Knowledge of financial markets and trading strategies.
- Customer service, communication, analytical, organizational, and multitasking skills.
- Flexibility to work an assigned shift within center operating hours.
Nice to have
- Call center experience.
- Previous brokerage experience; 1+ years of financial industry experience.
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