Investment Consultant II

Bank of America

. Provide prospects and self-directed investors with financial guidance and assistance based on their needs .

Posted 11/3/2026full-timeRiverside • Rhode Island • United StatesJunior💰 $29 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial guidance, investment products, and trading strategies while maintaining exceptional client service and satisfaction. Proficient in managing client relationships and resolving inquiries effectively in a fast-paced environment.

Highest-signal resume keywords

Series 7 CertificationSeries 66 CertificationFinancial Markets KnowledgeCustomer Service SkillsAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsTrading StrategiesSecurities TransactionsClient Relationship ManagementBrokerage ExperienceFinancial Industry ExperienceProblem ResolutionAccount InquiriesResearch SkillsMulti-tasking

Soft Skills

Active ListeningEmpathyDetail OrientedInterpersonal SkillsCommunication Skills

Tools & Technologies

Brokerage Consumer WebsiteFinancial SoftwareCall Center Systems

Certifications & Qualifications

Series 7Series 66SAFE Act Registration

Industry Keywords

Financial GuidanceClient SatisfactionInvestment ServicesTradingClient Needs Assessment

About the role

Key responsibilities & impact

Provide prospects and self-directed investors with financial guidance and assistance based on their needs
Educate potential and existing clients about investment products, services, and trading strategies
Uncover additional client needs, deepen existing relationships, and refer clients to business counterparts
Answer general account inquiries and deliver exceptional client service
Execute and confirm trade orders and securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, services, financial markets, and regulations
Manage, research, and communicate resolutions to client issues through inbound and outbound phone interactions
Achieve high client satisfaction and relationship deepening through a disciplined and responsible approach

Requirements

What you’ll need

Series 7 and Series 66 or equivalent; if not currently held, Series 66 must be obtained within 90 days
SAFE Act registration, required background check, and registration process
Demonstrated passion and interest in financial markets
Excellent customer service skills, active listening, and empathy
Strong analytical and organizational skills
Detail oriented with good follow-up skills
Strong interpersonal skills
Ability to multi-task in a dynamic environment
Basic knowledge of the organization, products, and/or services
Knowledge of financial markets and trading strategies
Excellent verbal and written communication skills
Ability to meet and exceed productivity and performance goals
Technological savvy and ability to quickly learn new systems
Ability to adapt and seek solutions in a fast-paced environment
Flexibility to work assigned shifts within center hours of operation
Strong desire for point-of-call resolution
Focus on client satisfaction
Call center experience preferred but not required
Previous brokerage experience is a plus
1+ years of financial industry experience

Benefits

Comp & perks

Formulaic incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility