Merrill Edge Investment Consultant – Client Relationship Team

Location: Lincoln, RI
Date Posted: 11-19-2017
Our Investment Consultants 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 our 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. 
 
Responsibilities: 
Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations Understand and proactively identify opportunities for additional business from existing clients Demonstrate a passion for driving sales and being self-motivated Identify referral opportunities for various internal partners Accountable for defined and measured goals including sales activity, client surveys, quality assurance, productivity, and driving efficiencies Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities Align with client's conversation style to drive better engagement and optimal experience Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge
 
Qualifications: Series 7 required. Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days. 
 
Two years sales experience Ability to have need based conversations and prior sales experience, preferably investment related. Superior customer service skills. Excellent verbal and written communication skills required. Strong analytical, technical skills, and organizational skills. Detailed oriented with excellent follow-up skills. Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change. Problem solving skills and the ability to clearly articulate responses and solutions.  Strong investment product and industry knowledge 
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
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KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!



 
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