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Bank of America is seeking a Financial Solutions Advisor for its Lake Zurich Commons location. The role involves providing tailored financial advice, building financial plans, and recommending investment solutions, requiring specific licenses and a strong background in the financial services industry.
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Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees are responsible for building financial plans with brokerage products and recommending strategies that align with client needs.
This position offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor for its Lake Zurich Commons location. The role involves providing tailored financial advice, building financial plans, and recommending investment solutions, requiring specific licenses and a strong background in the financial services industry.
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Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client financial goal planning
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Strong computer multitasking skills
Key Requirements
Current Series 7 and 66 (or 63/65) licenses
Minimum one year in investments or sales environment
SAFE Act registration and background check compliance