Financial Solutions Advisor - Lake Forest, IL

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and well-being through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America supports an in-office culture with clear expectations and role-specific flexibility to encourage collaboration, engagement, and career development.

About the role

This role provides comprehensive advice and customized financial solutions to help clients achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, reviewing financial and investment goals, building financial plans, and recommending brokerage products. This position may also involve residential mortgage loan origination, requiring SAFE Act registration and background checks.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking or money-managed solutions.
• Recommends banking and investment strategies aligned 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 recommended product services.

Requirements

• Currently holds Series 7 and 66 (or equivalent 63 and 65) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build strong relationships, and collaborate effectively.
• Strong communication skills, adaptability, and problem-solving abilities in a fast-paced environment.
• Efficient time management and capacity planning.
• Incorporates regulatory due diligence into daily activities and long-term client strategies.
• Must be available to work Monday through Friday and rotating Saturdays.

Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial service industry and/or a sales environment (preferred).
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (preferred).
• Obtained insurance licenses (preferred).

Skills

• Account Management
• Advisory and Client Solutions
• Client Experience Branding
• Customer and Client Focus
• Oral and Written Communications
• Active Listening and Attention to Detail
• Issue and Pipeline Management
• Causation Analysis and Risk Management
• Client Management
• Policies, Procedures, and Guidelines

Education

High School Diploma / GED / Secondary School or equivalent.

Schedule

• 1st shift (United States of America).
• 40 hours per week.