Wealth Advisor Trainee — Elite Training & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Professional development resources

Job summary

A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate strong interpersonal skills. This role involves handling client inquiries, recommending financial products, and collaborating with internal specialists to meet client needs. Competitive salary and comprehensive benefits are offered in a supportive work environment.

Qualifications

• Series 7 & 66 licenses required.
• Minimum of one year experience in the financial services industry.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Recommend suitable investment products and services.
• Collect necessary client profile data to open accounts.

Skills

Business Acumen

Interpersonal Skills

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Oak Brook is seeking a Financial Advisor to develop a book of business and deliver tailored investment solutions. The ideal candidate will have a minimum of one-year experience in financial services, hold necessary licenses, and demonstrate strong interpersonal skills. This role involves handling client inquiries, recommending financial products, and collaborating with internal specialists to meet client needs. Competitive salary and comprehensive benefits are offered in a supportive work environment.