Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Bank of America

Hanover Park, IL, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration requirements.
  • The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits including paid time off.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client relationship management skills

Nice-to-have

  • Bilingual Spanish preferred
  • CFP or CRPC designations
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • 1 year investments experience
  • 1 year financial service sales experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter