Wealth Advisor Trainee — Elite Training & Growth

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

Benefits offered by this job

Comprehensive benefits package

Paid time off

Training and development programs

Job summary

A prominent financial institution located in Rockford, Illinois is seeking a motivated Financial Advisor. This role focuses on developing a client book, assessing investment needs, and recommending tailored investment solutions. Candidates must hold Series 7 & 66 licenses and have a minimum of one year experience in the financial services or sales environment. This position offers a competitive salary and opportunities for career growth within an inclusive, client-focused environment.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Document all client interactions and opportunities within Salesforce accurately.
• Serve as interim Financial Advisor, recommending suitable investment products and services.

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 prominent financial institution located in Rockford, Illinois is seeking a motivated Financial Advisor. This role focuses on developing a client book, assessing investment needs, and recommending tailored investment solutions. Candidates must hold Series 7 & 66 licenses and have a minimum of one year experience in the financial services or sales environment. This position offers a competitive salary and opportunities for career growth within an inclusive, client-focused environment.