Financial Solutions Advisor -Belmont & The Kennedy, IL

Bank of America • Chicago, IL

3d • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves reviewing clients’ financial and investment goals, building financial plans, recommending brokerage products, and aligning banking and investment strategies with client needs. The advisor also triages client requests, refers clients to appropriate internal partners based on their needs and asset thresholds, and identifies potential new clients through referrals and financial center clientele. The position requires completing required licenses and training and may involve residential mortgage loan origination, requiring SAFE Act registration and a background check. Employees must maintain good standing with the federal registry. This is an in-office role with role-specific flexibility based on responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or equivalent Series 63 and Series 65 licenses in lieu of Series 66.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and be comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school education, or equivalent.
• Register with the federal registry system and complete the required SAFE Act background check; maintain registration in good standing.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designation such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions.
• Recommend banking and investment strategies that align with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Coach and provide feedback to referral partners based on knowledge of client needs and potential product services recommended.
• Complete required licenses and training and maintain required SAFE Act registration.

Benefits

• Paid time off.
• Access to employee resources and support.
• Formulaic incentive plan eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED