Financial Solutions Advisor: Launch Your Wealth Management

Bank of America; Northbrook (IL); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor in the Merrill Wealth Management centralized segment in Northbrook, IL. This role focuses on learning securities licensing while building a book of affluent and high net worth clients through trusted advisory relationships and holistic financial guidance.

You will obtain SIE, Series 7 and 66 licenses and progress through a defined training path toward the Merrill Financial Advisor role.

Qualifications

• Displays confidence in a sales role and the ability to build strong client relationships.
• Understands regulatory due diligence in daily activities and long-term client strategies.
• Experience leveraging technology or applications to support client advisory work.

Responsibilities

• Provide end-to-end wealth management guidance and holistic financial advice.
• Identify client needs and develop investment and liability management solutions.
• Review investment goals with clients and prepare recommendations aligned with their priorities.
• Collaborate with banking and investment partners to meet client financial needs.

Skills

Sales experience

Client relationships

Regulatory due diligence

Time management

Effective communication

Education

Bachelor’s degree

1 year financial services experience

Job description

Bank of America is hiring a Financial Solutions Advisor in the Merrill Wealth Management centralized segment in Northbrook, IL. This role focuses on learning securities licensing while building a book of affluent and high net worth clients through trusted advisory relationships and holistic financial guidance.

You will obtain SIE, Series 7 and 66 licenses and progress through a defined training path toward the Merrill Financial Advisor role.