Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Requirements

• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings
• Registering with the federal registry system and submitting to the required SAFE Act background check and registration process

Benefits

• Industry-leading benefits
• Paid time off
• Resources and support to employees
• Formulaic incentive plan eligibility