Bank of America

Bank of America

Investment Consultant II - Merrill Premium

Chandler, AZ · Mid · Mid Level

Sponsorship not specifiedDetected 44 days ago
Brand StrategyAccount ManagementPipeline ManagementCustomer SupportResearchLeadershipCommunicationCollaborationOrganizational Skills

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odds of building a lasting career here

42Risky
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Responsibilities

  • Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
  • Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
  • Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
  • Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Requirements

  • Series 7 and 66 (or both the 63 and 65) is required
  • if 66 is not currently held, must be obtained within 90 days
  • Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
  • Ability to multitask in a dynamic environment
  • Basic knowledge of the organization, products and/or services
  • Knowledge of financial markets and trading strategies
  • Proven ability to meet and exceed productivity and performance goals

Skills

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management

Company info

  • Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.