Financial Solutions Advisor - Central Chicago Market

Bank Of America Financial Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule :

Monday Fridays and rotating Saturdays

Required Qualifications :

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

Has at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded

Sets and accomplishes goals, achieving whatever you put your mind to

Builds and nurtures strong relationships

Collaborates effectively with others to get things done

Communicates effectively and confidently and is comfortable engaging all clients

Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

Likes to learn, adapts to new information and seeks the right solutions for clients

Efficiently manages your time and capacity

Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications :

Strong computer skills with an ability to multitask in a demanding environment

At least three years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded

Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC)

Obtained your insurance licenses

Minimum Education Requirement :

High School Diploma / GED / Secondary School or equivalent

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

Shift :

1st shift (United States of America)

Hours Per Week : 40

Pay Transparency details :

US - IL - Chicago - 5250 N Harlem Ave - FOSTER BC (IL4801), US - IL - Chicago - 5983 N LINCOLN AVE (IL1131), US - IL - Skokie - 9353 Skokie Blvd - Skokie and Emerson (IL4120)

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and / or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.