Bank of America
Merrill Financial Solutions Advisor - Chicago Metro Market
$75K–$85K
Chicago · Full-time · Posted Jun 11, 2025
- Experience
- Two years in financial services and/or a goal-based sales environment; minimum one year in the investments industry.
About the job
Advises affluent and high-net-worth clients on financial goals and investment strategies while building and growing a book of business at a Merrill branch.
What you'll do
- Review clients’ financial goals and recommend personalized investment advisory strategies and banking or investment solutions.
- Build client relationships and networks, partner with Financial Advisor teams, and develop a book of business against financial targets.
- Connect clients with appropriate internal specialists and resources based on their needs.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- Two years’ experience in financial services and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
Nice to have
- Experience partnering to promote lead generation and balancing investment management, sales, and new-client development.
- Bachelor’s degree, preferably business-related; CFP or CRPC designation; or insurance licenses.
Pay
$75,000.00 - $85,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative