Financial Solutions Advisor Stage I-registration Candidate–consumer Investments - Downtown Chicago, Il

Bank of America (GHR)

Chicago, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Successful candidates will progress from Stage I to Stage II, deepening client relationships and delivering comprehensive financial advice at Bank of America financial centers.
  • The position includes industry-leading benefits, paid time off, and access to resources supporting physical, emotional, and financial wellness for employees.

Matching Summary

This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits including PTO

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Bachelor's degree or one year financial experience
  • Strong oral and written communication skills
  • Results-driven mindset prioritizing client interests
  • Ability to adapt to new technology applications
  • Experience in pipeline management and risk policies

Key Requirements

  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration and background check
  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity

Work Rights

Not specified

Tailored Resume

Cover Letter