Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Bank of America; Wheaton (IL); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Financial Solutions Advisor to join their team in the Northwest Chicago Market. This role involves providing tailored financial advice, building comprehensive financial plans, and engaging with clients to help them achieve their financial goals. You will thrive in a supportive and inclusive environment that values diversity and promotes professional growth. With a focus on responsible growth, this position offers a chance to make a real impact on clients' lives while developing your career in the financial services sector. Join a team that prioritizes your success and well-being.

Qualifications

• 1+ year experience in investments and financial services.
• Strong relationship-building and communication skills required.

Responsibilities

• Provide customized financial advice to clients.
• Meet with clients to review and build financial plans.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 License

Series 66 License

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Tools

Financial Planning Software

Job description

Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Westmont, Illinois; Wheaton, Illinois; Hanover Park, Illinois

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:

1. Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
2. Meeting with clients to review financial and investment goals.
3. Building a financial plan and recommending brokerage products.
4. Applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

1. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
2. At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
3. At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
4. Strong relationship-building skills.
5. Effective communication and engagement with clients.
6. Ability to manage goals and prioritize tasks in a fast-paced environment.
7. Thorough understanding of regulatory due diligence.

Desired Qualifications:

1. Strong computer skills with the ability to multitask.
2. At least three years of experience in the financial service industry and/or a sales environment.
3. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
4. Obtained insurance licenses.
5. Bilingual Spanish Preferred.

Skills:

1. Advisory
2. Account Management
3. Client Experience Branding
4. Customer and Client Focus
5. Oral Communications
6. Issue Management
7. Client Solutions Advisory
8. Pipeline Management
9. Active Listening
10. Attention to Detail
11. Risk Management
12. Policies, Procedures, and Guidelines
13. Client Management
14. Causation Analysis
15. Written Communications

**Shift:** 1st shift (United States of America)

**Hours Per Week:** 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.