Financial Solutions Advisor - Lake Zurich Commons, Il

Bank of America

Lake Zurich, IL, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
In-office with specific attendance requirements and flexibility based on role considerations.
Financial plan development
Brokerage product recommendation
Client needs assessment
Bank of America is seeking a Financial Solutions Advisor in Lake Zurich, IL, to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships, meeting financial goals, and requires specific licensing and experience in the financial services industry

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in Lake Zurich, IL, to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships, meeting financial goals, and requires specific licensing and experience in the financial services industry.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • financial plan development
  • brokerage product recommendation
  • client needs assessment
  • risk mitigation
  • client engagement

Nice-to-have

  • adapt to new information
  • seek right solutions
  • manage complexity
  • build strong relationships

Key Requirements

  • Series 7 and 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter