Bank of America
Merrill Financial Solutions Advisor - Chicago West Market
$75K–$85K
Oak Brook +6 · Full-time · Posted Mar 31, 2025
- Location
- Oak Brook
Lisle
Orland Park
Merrillville
US - IL - Hinsdale - 118 W 1st St (IL2202)
Rockford
Schaumburg - Experience
- Two years in financial services and/or a goal-driven 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 a book of business and progressing through Merrill’s advisor development program.
What you'll do
- Review clients’ financial goals and recommend tailored investment advisory strategies.
- Connect clients with appropriate banking, investment, and other internal solutions and specialists.
- Develop client relationships and grow a book of business to meet financial targets.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 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
- Bachelor’s degree, preferably in a business-related field.
- Additional designations such as CFP or CRPC; insurance licenses.
Pay
$75,000.00 - $85,000.00 USD annualized base salary
Model-written summary · the original posting is authoritative