Investment Consultant II - Merrill Premium Team

Jacksonville, Florida
Depending on experience
Jul 12, 2021
Aug 11, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Merrill Premium Investment Consultants work with our active self-directed clients, ensuring that they have the tools and resources to navigate their financial lives - whether they are just starting out, buying a home, building a family or planning for retirement. Premium Investment Consultants demonstrate knowledge of investments and financial markets needed to assist our Premium clients with all their servicing and trading needs. Through a call center environment, Investment Consultants will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, and want the ability to learn more about markets and investments, the Premium Investment Consultant II is the ideal role for you.

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