Licensed Financial Advisor Trainee

National Black MBA Association; Mount Prospect, Northern (IL, KY); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Bank of America in Mount Prospect, IL is hiring a Financial Solutions Advisor Stage I to begin with the Securities Industry licensing journey. You’ll learn SIE, Series 7 and 66 exams and progress toward building client relationships and delivering tailored financial guidance.

Starting in a centralized financial center, you’ll support clients through a consultative process, collaborating with partners to address a broad range of financial needs and life goals.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Obtain required securities licenses and complete training milestones.
• Build and manage client relationships to assess needs and provide solutions.
• Deliver end‑to‑end comprehensive advice and conduct client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Grow a portfolio of clients and present recommendations confidently.
• Maintain high professional standards and regulatory compliance.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Client Solutions Advisory

Sales Skills

Education

High School Diploma

Bachelor's degree

Job description

Bank of America in Mount Prospect, IL is hiring a Financial Solutions Advisor Stage I to begin with the Securities Industry licensing journey. You’ll learn SIE, Series 7 and 66 exams and progress toward building client relationships and delivering tailored financial guidance.

Starting in a centralized financial center, you’ll support clients through a consultative process, collaborating with partners to address a broad range of financial needs and life goals.