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Investment Consultant - Platform Experience Team (Series 7 Required)

Company: Merrill Lynch
Location: Chandler
Posted on: January 11, 2022

Job Description:

Job Description:Merrill Platform Experience Team (PET) Investment Consultants help new clients and prospective clients with beginning a new Merrill account relationships and review the full breadth and value of the Merrill platform.-- - Consultants are responsible for welcoming new clients to Merrill Edge via outbound calls, educating them on the capabilities of the platform and deepening the relationship with additional products and services via holistic goal based conversations.-- - Investment Consultants demonstrate knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate.-- - Ultimately, consultants are in a position to make a new client's first experience with Merrill Edge a memorable one that will lead to additional business in the future.-- - If you are interested in growing a long term career in finance, are passionate about helping new and prospective clients with taking their first steps in a new relationship with Merrill, and regularly utilize our advanced digital platform to help clients, the Platform Experience Team Investment Consultant role could be an ideal role for you. We'll help you:Quickly and accurately identify client needs and articulate appropriate solutionsFully understand products & services available throughout the enterpriseClearly articulate the competitive advantage of product offerings and deliver Merrill Edge value propositionAlign with client's conversation style to drive better engagement and optimal experienceConsistently identify opportunities and engage key partners as neededDevelop knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needsLeverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients Required Skills: 'Must' have these skills to be minimally qualifiedSeries 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)1 year of financial advisory or investment sales experience strongly preferredPassion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environmentBachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience Desired Skills:"-- - -"-- - -"-- - -"-- - -"-- - -Capable of effectively operating in a team oriented and highly collaborative environmentSuccessful experience and track record achieving sales goalsExtraordinary interpersonal skills, willingness to receive and implement feedback, and a strong team orientationAbility to effectively manage workload in a high volume environmentEnterprise Role Overview:Investment Consultant I's 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 disciplinary action up to and including termination.Job Band:H6Shift:-- -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Monday - Friday 8am - 9pmReferral Bonus Amount:2000 --> Job Description:Merrill Platform Experience Team (PET) Investment Consultants help new clients and prospective clients with beginning a new Merrill account relationships and review the full breadth and value of the Merrill platform.-- - Consultants are responsible for welcoming new clients to Merrill Edge via outbound calls, educating them on the capabilities of the platform and deepening the relationship with additional products and services via holistic goal based conversations.-- - Investment Consultants demonstrate knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate.-- - Ultimately, consultants are in a position to make a new client's first experience with Merrill Edge a memorable one that will lead to additional business in the future.-- - If you are interested in growing a long term career in finance, are passionate about helping new and prospective clients with taking their first steps in a new relationship with Merrill, and regularly utilize our advanced digital platform to help clients, the Platform Experience Team Investment Consultant role could be an ideal role for you. We'll help you:Quickly and accurately identify client needs and articulate appropriate solutionsFully understand products & services available throughout the enterpriseClearly articulate the competitive advantage of product offerings and deliver Merrill Edge value propositionAlign with client's conversation style to drive better engagement and optimal experienceConsistently identify opportunities and engage key partners as neededDevelop knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needsLeverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients Required Skills: 'Must' have these skills to be minimally qualifiedSeries 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)1 year of financial advisory or investment sales experience strongly preferredPassion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environmentBachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience Desired Skills:"-- - -"-- - -"-- - -"-- - -"-- - -Capable of effectively operating in a team oriented and highly collaborative environmentSuccessful experience and track record achieving sales goalsExtraordinary interpersonal skills, willingness to receive and implement feedback, and a strong team orientationAbility to effectively manage workload in a high volume environmentEnterprise Role Overview:Investment Consultant I's 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 disciplinary action up to and including termination.Job Band:H6Shift:-- -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Monday - Friday 8am - 9pmReferral Bonus Amount:2000 Job Description: Merrill Platform Experience Team (PET) Investment Consultants help new clients and prospective clients with beginning a new Merrill account relationships and review the full breadth and value of the Merrill platform.-- - Consultants are responsible for welcoming new clients to Merrill Edge via outbound calls, educating them on the capabilities of the platform and deepening the relationship with additional products and services via holistic goal based conversations.-- - Investment Consultants demonstrate knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate.-- - Ultimately, consultants are in a position to make a new client's first experience with Merrill Edge a memorable one that will lead to additional business in the future.-- - If you are interested in growing a long term career in finance, are passionate about helping new and prospective clients with taking their first steps in a new relationship with Merrill, and regularly utilize our advanced digital platform to help clients, the Platform Experience Team Investment Consultant role could be an ideal role for you. We'll help you:Quickly and accurately identify client needs and articulate appropriate solutionsFully understand products & services available throughout the enterpriseClearly articulate the competitive advantage of product offerings and deliver Merrill Edge value propositionAlign with client's conversation style to drive better engagement and optimal experienceConsistently identify opportunities and engage key partners as neededDevelop knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needsLeverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients Required Skills: 'Must' have these skills to be minimally qualifiedSeries 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)1 year of financial advisory or investment sales experience strongly preferredPassion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environmentBachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience Desired Skills:"-- - -"-- - -"-- - -"-- - -"-- - -Capable of effectively operating in a team oriented and highly collaborative environmentSuccessful experience and track record achieving sales goalsExtraordinary interpersonal skills, willingness to receive and implement feedback, and a strong team orientationAbility to effectively manage workload in a high volume environmentEnterprise Role Overview:Investment Consultant I's 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 disciplinary action up to and including termination. Shift:1st shift (United States of America) Hours Per Week:-- -40

Keywords: Merrill Lynch, Chandler , Investment Consultant - Platform Experience Team (Series 7 Required), Professions , Chandler, Arizona

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