Wealth Solutions Advisor

Bank of America; Woodstock (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused investment professional to provide comprehensive financial guidance and tailored solutions. You will meet with clients, build financial plans, and recommend brokerage products to help reach their goals.

Requirements include Series 7 & 66, or 63/65 with 66, and at least one year in investments or financial services. The role emphasizes relationship-building and compliant client service in a structured environment.

Qualifications

• Requires Series 7 & 66 (or 63/65 with 66 in lieu) licenses.
• Minimum 1 year experience in investments and/or financial services.
• Experience in a sales environment with goals.
• Strong relationship-building and communication skills.

Responsibilities

• Plan clients' short- and long-term financial goals with a plan and brokerage products.
• Recommend banking and investments strategies aligned with goals.
• Triages client requests and refers to internal service providers based on assets.
• Mitigates and controls risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Coach and provide feedback to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused investment professional to provide comprehensive financial guidance and tailored solutions. You will meet with clients, build financial plans, and recommend brokerage products to help reach their goals.

Requirements include Series 7 & 66, or 63/65 with 66, and at least one year in investments or financial services. The role emphasizes relationship-building and compliant client service in a structured environment.