Bank of America
Financial Solutions Advisor - Lake Forest, IL
$70K–$80K
Lake Forest · Full-time · Posted Aug 24, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; three or more years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial and investment advice, builds financial plans, recommends products, and connects clients with appropriate internal partners.
What you'll do
- Develop financial plans and recommend banking and investment strategies and products aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth product and service knowledge.
- At least one year of financial-services and/or goal-based sales experience.
- Able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC; insurance licenses.
Pay
USD $70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative