Bank of America
Investment Consultant II - Merrill Premium
Jacksonville · Full-time · Posted Oct 4, 2026
- Experience
- No required years stated; 1+ years of financial industry experience is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides investment guidance to prospective and self-directed investors, explains investment products and trading strategies, and resolves client issues while deepening relationships.
What you'll do
- Provide financial guidance based on client needs and help deepen relationships.
- Educate clients about investment products, services, and trading strategies.
- Identify additional client needs, meet performance goals, and refer clients to other business counterparts.
What they ask for
- Series 7 and Series 66, or Series 63 and Series 65; if Series 66 is not held, it must be obtained within 90 days.
- Demonstrated interest in financial markets and knowledge of markets and trading strategies.
- Strong customer service, communication, analytical, organizational, and interpersonal skills.
- Ability to adapt in a fast-paced environment, learn systems, and work an assigned shift within center hours.
Nice to have
- Call center experience.
- Previous brokerage experience; 1+ years of financial industry experience.
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