Bank of America
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market
$70K–$80K
Westmont +2 · Full-time · Posted Mar 24, 2025
- Location
- Westmont
Wheaton
Hanover Park - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; three years in the latter is preferred.
About the job
Provides financial planning and investment advice to clients, recommends suitable banking and brokerage solutions, and develops client relationships through referrals and financial center engagement.
What you'll do
- Build financial plans and recommend investment and banking strategies aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential new clients, manage risk, and coach referral partners on client needs and product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; a missing Series 66, 63, or 65 must be passed within 60 days if offered conditionally.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- Must complete SAFE Act registration and the required background check and registration process.
Nice to have
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designation; insurance licenses; or Spanish bilingual ability.
- Strong computer skills and ability to multitask in a demanding environment.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative