Bank of America
Financial Solutions Advisor -Woodridge - Southwest Chicago Market
$70K–$80K
Woodridge · Full-time · Posted May 29, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-based sales environment; three years in financial services and/or such a sales environment is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals by building financial plans, recommending investment and banking solutions, and referring clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests, refers clients to internal service providers, and develops new client relationships.
- Manages risk and provides coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- 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 experience and/or sales experience where goals were met or exceeded.
- 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, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary).
Tools
Series 7, Series 66, Series 63, Series 65, CFP, CRPC
Model-written summary · the original posting is authoritative