Financial Solutions Advisor: Client Growth & Wealth Planning

Bank of America; Cicero (IL); On-site; USD 82,502,000 - 96,421,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners, and reviewing goals with clients, while completing required licenses and training.

The position may involve residential mortgage loans and SAFE Act registration, with background checks and ongoing compliance requirements. Strong client focus and teamwork are essential.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to communicate effectively and collaborate with peers.
• Results-driven mindset while prioritizing client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokered products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on client needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or banking center clientele.

Skills

Licensing

Time management

Client relationships

Communication

Multi-tasking

Adaptability

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners, and reviewing goals with clients, while completing required licenses and training.

The position may involve residential mortgage loans and SAFE Act registration, with background checks and ongoing compliance requirements. Strong client focus and teamwork are essential.