Investment Consultant

  •  

Rolling Meadows, IL

Industry: IT Consulting/Services

  •  

Less than 5 years

Posted 279 days ago

This job is no longer available.

Investment Consultant Merrill Edge Client Relationship Team (Series 7Required)

Rolling Meadows, IL

Job description

Investment Consultants are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Investment Consultants demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. Licensing requirements are as follows: Series 7, 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Responsibilities: 

Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations 

Understand and proactively identify opportunities for additional business from existing clients 

Demonstrate a passion for driving sales and being self-motivated 

Identify referral opportunities for various internal partners 

Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies 

Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities 

Align with client's conversation style to drive better engagement and optimal experience 

Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge

Qualifications: 

Series 7 required. 

Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days. 

Two years salesexperience 

Ability to have need based conversations and prior salesexperience, preferably investment related. 

Superior customer service skills. 

Excellent verbal and written communication skills required. 

Strong analytical, technical skills, and organizational skills. 

Detailed oriented with excellent follow-up skills. 

Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change. 

Problem solving skills and the ability to clearly articulate responses and solutions. 

Must be able to work independently and be a team player to achieve team goals. 

Strong investment product and industry knowledge 

More information about the job

Is there a bonus structure?

20% or higher

Are you open to sponsorship?

No

Is there a possibility to work remote?

No

Is there equity?

No

Are there flexible work hours?

No

Does this position have direct reports?

No

What are the 3-4 non-negotiable requirements on this position?

Series 7required. Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days. Two years salesexperience Ability to have need based conversations and prior salesexperience, preferably investment related. Superior customer service skills. Excellent verbal and written communication skills required. Strong analytical, technical skills, and organizational skills. Detailed oriented with excellent follow-up skills. Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change. Problem solving skills and the ability to clearly articulate responses and solutions. Must be able to work independently and be a team player to achieve team goals. Strong investment product and industry knowledge

What is exciting about this opportunity? Please use this section to describe team and company culture.

Join a company that's streamlining investing for people and business everywhere. As part of the Merrill Edge? team, you'll have the opportunity to develop your skills and advance your career?all while helping to improve the lives of our customers and our community. Merrill Edge is made up of talented individuals who share a collective drive to succeed. When you join our team, you'll be part of a collaborative culture that supports you at every stage of your career. No matter what type of role you pursue, you'll have the opportunity to engage in challenging and rewarding work while building skills and experience for the future.