Bank of America
Financial Solutions Advisor - Naperville South, IL
$70K–$80K
Naperville · Full-time · Posted Jul 9, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded. Desired: minimum three years in financial services and/or goal-oriented sales.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized solutions, develops financial plans, recommends banking and investment strategies, and refers clients to appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and strategies aligned with clients’ goals.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates holding only one of Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-oriented sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative