Wealth Advisor Trainee — Elite Training & Growth

Bank of America; Lisle (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

One-on-one coaching

Job summary

A leading financial institution in Lisle, Illinois, is seeking an ambitious Financial Advisor committed to building lasting client relationships. The ideal candidate will have a solid foundation in the financial services industry, ready to leverage world-class training from Bank of America. Responsibilities include business development, prospecting clients, and recommending suitable investment products. This role offers a competitive salary ranging from $80,000 to $90,000 annually, along with performance-based incentives and benefits.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry or a sales environment.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.

Responsibilities

• Develop a book of business to meet established performance hurdles.
• Serve as interim Financial Advisor, recommending products and servicing accounts.
• Document all client interactions and opportunities within Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Lisle, Illinois, is seeking an ambitious Financial Advisor committed to building lasting client relationships. The ideal candidate will have a solid foundation in the financial services industry, ready to leverage world-class training from Bank of America. Responsibilities include business development, prospecting clients, and recommending suitable investment products. This role offers a competitive salary ranging from $80,000 to $90,000 annually, along with performance-based incentives and benefits.