Bank of America
Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL
Chicago · Full-time · Posted Jun 10, 2025
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no years are specified as a requirement.
- Education
- Bachelor’s degree is desired.
About the job
Develops candidates into licensed financial advisors who assess client needs, recommend investment and banking solutions, and build client relationships in a financial center.
What you'll do
- Obtain securities licenses through structured training and meet the stated licensing deadlines.
- Assess clients’ financial needs and recommend strategies and Bank of America or Merrill solutions.
- Build and manage client relationships, deliver reviews and presentations, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills for building peer relationships.
- Self-discipline, ability to manage multiple tasks, and a results-driven mindset that prioritizes client interests.
Nice to have
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Model-written summary · the original posting is authoritative