Investment Consultant Ii - Merrill Premium jobs at Bank Of America in United States, Fort Worth
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BOA
Bank Of America Investment Consultant II - Merrill Premium United States, Texas, Fort Worth
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. Fully understands how life events can impact a client’s financial situation and...
Two or more years of previous real estate loan administration experience. Strong interpersonal skills; strong ability to influence, effectively collaborate and coordinate servicing activities with a variety of business partners...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses. Series 3, 31 licenses, if...
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
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