Bank of America
Investment Consultant II - Merrill Premium
Chandler · Full-time · Posted Oct 13, 2026
- Experience
- 1+ years of financial industry experience is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial guidance to prospects and self-directed investors, explains investment products and trading strategies, and resolves client issues while deepening relationships.
What you'll do
- Assess investor needs and provide financial guidance and assistance.
- Educate clients about investment products, services, and trading strategies.
- Resolve client issues and meet performance goals by identifying needs and referring clients to business counterparts.
What they ask for
- Series 7 and Series 66, or both Series 63 and Series 65; Series 66 must be obtained within 90 days if not already held.
- Demonstrated interest in financial markets.
- Strong customer service, communication, analytical, organizational, and interpersonal skills.
- Knowledge of financial markets and trading strategies.
Nice to have
- Call center experience.
- Previous brokerage experience; 1+ years of financial industry experience.
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