Bank of America
Investment Consultant II - Merrill Premium
Pennington · 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, educates them about investment products and strategies, and resolves client issues to deepen relationships and meet performance goals.
What you'll do
- Guide prospects and self-directed investors based on their needs.
- Educate clients about investment products, services, and trading strategies.
- Resolve client issues, identify additional needs, and refer clients to business counterparts.
What they ask for
- Series 7 and Series 66, or Series 63 and Series 65; Series 66 must be obtained within 90 days if not already held.
- Demonstrated interest in financial markets and knowledge of markets and trading strategies.
- Strong customer service, communication, analytical, organizational, and follow-up skills.
- Ability to meet performance goals, learn systems quickly, and work an assigned shift within center hours.
Nice to have
- Call center experience.
- Previous brokerage experience; 1+ years of financial industry experience.
Pay
$28.85 - $36.06 hourly pay (base pay)
Model-written summary · the original posting is authoritative