Financial Solutions Advisor: Wealth Planning & Investments

Bank of America; Chicago (IL); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in the United States is hiring a financial advisor to provide comprehensive client advice, build financial plans, and recommend brokerage products. You will triage leads, meet clients, and work with partners to meet asset thresholds while complying with SAFE Act requirements.

Responsibilities include planning goals, recommending strategies, and coaching referral partners, as you align with regulatory due diligence and firm risk controls.

Qualifications

• Required qualifications include Series 7 and 66 licenses (or equivalents).
• At least 1 year in investments or financial services with sales experience and goal attainment.
• Strong relationship-building, communication, and multitasking abilities.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on assets.
• Mitigates risk as part of daily activities.
• Identify potential new clients through referrals or center traffic.
• Provide coaching to referral partners based on client needs and product offerings.

Skills

Account Management

Advisory

Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in the United States is hiring a financial advisor to provide comprehensive client advice, build financial plans, and recommend brokerage products. You will triage leads, meet clients, and work with partners to meet asset thresholds while complying with SAFE Act requirements.

Responsibilities include planning goals, recommending strategies, and coaching referral partners, as you align with regulatory due diligence and firm risk controls.