Financial Solutions Advisor - Lake Zurich Commons, Il

Bank of America Merrill Lynch

Lake Zurich, IL, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (specific office attendance required)
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Lake Zurich, IL, to provide personalized financial advice and solutions to clients. The role requires a background in financial services, strong relationship-building skills, and relevant licenses, with an emphasis on growth, collaboration, and community impact

Job Summary

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

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Lake Zurich, IL, to provide personalized financial advice and solutions to clients. The role requires a background in financial services, strong relationship-building skills, and relevant licenses, with an emphasis on growth, collaboration, and community impact.

Salary

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

Skills & Requirements

Must-have

  • Series 7 and 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills and multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investments experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter