Bank of America
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL
$70K–$80K
Elmhurst · Full-time · Posted Jun 11, 2025
- Experience
- At least 1 year in investments and at least 1 year in financial services and/or goal-driven sales; 3 years in financial services and/or goal-driven sales is preferred.
About the job
Provides financial advice and customized investment solutions to clients, builds financial plans, recommends products, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with clients’ goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies prospective clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); a missing Series 66, 63, or 65 may be obtained within 60 days as specified.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial services and/or goal-driven sales experience.
- SAFE Act registration, including the required background check and registration process.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations (CFP or CRPC) and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary, USD, base salary
Model-written summary · the original posting is authoritative