Financial Solutions Advisor - Elmhurst South, Il

Bank of America

Elmhurst, IL, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial planning with brokerage products
Client lead triage and referral
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • This role is currently benefits eligible and offers a formulaic incentive plan based on employee performance.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Client lead triage and referral
  • Risk mitigation and control
  • Investment product knowledge
  • Client relationship management

Nice-to-have

  • Strong computer multitasking skills
  • Collaborative teamwork
  • Effective communication
  • Adaptability and continuous learning
  • Goal setting and achievement

Key Requirements

  • Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
  • Minimum one year investments industry experience
  • Minimum one year financial services or sales experience
  • SAFE Act registration for residential mortgage loan originations
  • High School Diploma or equivalent

Work Rights

SAFE Act registration required for mortgage loan originations

Tailored Resume

Cover Letter