Wealth Advisor Trainee — Elite Training & Growth

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

Benefits offered by this job

Comprehensive training and development

Performance-based incentives

Industry-leading benefits

Job summary

A leading financial institution is looking for a Financial Advisor in Schaumburg, Illinois. The ideal candidate will engage clients, recommend investment products, and build a successful practice. With a minimum of one year in the financial services industry and necessary licenses, applicants should be goal-oriented and possess strong interpersonal skills. The role offers comprehensive training, competitive compensation, and is part of a culture that promotes diversity and career growth.

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 with goals.
• Proven ability to engage and influence others.

Responsibilities

• Develop a book of business to meet and exceed performance hurdles.
• Handle inbound inquiries about Merrill offering.
• Serve as interim Financial Advisor and recommend suitable investment products.

Skills

Business Acumen

Analytical Thinking

Client Solutions Advisory

Active Listening

Emotional Intelligence

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

A leading financial institution is looking for a Financial Advisor in Schaumburg, Illinois. The ideal candidate will engage clients, recommend investment products, and build a successful practice. With a minimum of one year in the financial services industry and necessary licenses, applicants should be goal-oriented and possess strong interpersonal skills. The role offers comprehensive training, competitive compensation, and is part of a culture that promotes diversity and career growth.