Financial Solutions & Investment Planner

Bank of America Corporation; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial consultant to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

Responsibilities include triaging leads, referring to partners, meeting with clients to build financial plans, and recommending brokerage products. Licensing (Series 7/66) is required, with SAFE Act mortgage registration where applicable. Shift typical 1st shift, 40 hours per week.

Qualifications

• Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and knowledge.
• Minimum of one year in financial services or a sales environment with goals.
• Sets and achieves goals while building relationships.
• Collaborates effectively with others to accomplish tasks.
• Communicates confidently with clients and manages time and priorities.
• Maintains regulatory due diligence in daily activities and strategy.

Responsibilities

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

Skills

Account Management

Advisory

Client Experience Branding

Oral Communications

Active Listening

Risk Management

Written Communications

Pipeline Management

Education

High School Diploma

Job description

Bank of America is seeking a financial consultant to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

Responsibilities include triaging leads, referring to partners, meeting with clients to build financial plans, and recommending brokerage products. Licensing (Series 7/66) is required, with SAFE Act mortgage registration where applicable. Shift typical 1st shift, 40 hours per week.