Finance Jobs in Bolingbrook, IL

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Financial Solutions Advisor Registration Candidate

Bank of America Bolingbrook, IL

Bolingbrook, IL

Today

Full time Advisor Client Service Financial Advisor

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Job Description

Launch your career in financial solutions by building licensing, client advisory skills, and relationship management in a Bank of America financial center.

Responsibilities

Support delivery of core banking, investment solutions, and Bank of America’s client care approach
Acquire, build, and manage client relationships
Review a client’s complex financial picture and guide clients with advice and solutions to help them meet their financial goals, while keeping interactions human-centered
Use a defined consultative approach to identify needs, recommend appropriate solutions, and develop business knowledge
Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence
Recommend strategies aligned to clients’ financial goals and life priorities
Collaborate with core banking and investment partners to connect clients with solutions through Bank of America and Merrill
Build your network by engaging banking customers, small business owners, and higher net worth clients from a financial center
Progress through development stages, including potential movement into Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I
Grow and deepen relationships within a portfolio of clients as you advance

Requirements

Aptitude for obtaining required industry licenses
Self-discipline for managing time and capacity
Experience cultivating client relationships, assessing needs, and recommending solutions
Ability to build strong peer relationships through effective communication and collaboration
Results-driven mindset with a focus on client interest in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Willingness to learn and adapt to new technology or applications
Subject to SAFE Act registration requirements
Residential loan mortgage originations require registration with the federal registry system and to remain in good standing
Must register and submit to the required SAFE Act background check and registration process due to SAFE Act requirements
Failure to obtain and/or maintain SAFE Act registration may result in immediate termination
Education: High School Diploma / GED / Secondary School or equivalent

Licensing / Training Support

Earn Security Industry Essentials (SIE), Series 7, and Series 66 through structured lessons and dedicated study time
Timeline requirements:
- Obtain SIE within 30 days of being hired
- Obtain Series 7 and Series 66 within 120 days of being hired
- 63 & 65 accepted in lieu of 66
Get training and one-on-one coaching from Academy managers
Participate in world-class training and on-boarding programs

Desired Qualifications

Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience

Skills

Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Client Experience Branding

Schedule

Monday–Friday with rotating Saturdays
Hours per week: 40
Shift: 1st shift
Location: Bolingbrook, IL (onsite)

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