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Bank of America Merrill Investment Consultant - Platform Experience Team in Rolling Meadows, Illinois

Merrill Investment Consultant - Platform Experience Team

Rolling Meadows, Illinois

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 solutions

  • Fully understand products & services available throughout the enterprise

  • Clearly articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition

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

  • Consistently identify opportunities and engage key partners as needed

  • Develop knowledge of investments and financial markets by applying key principles appropriately to the individual client's investment needs

  • Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE ( .

To view the "EEO is the Law" Supplement, CLICK HERE ( .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .