Financial Solutions Advisor Registration Candidate - BOLINGBROOK BOUGHTON, IL
$28.85 - $33.65 per hourBank of America
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an 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! As a Financial Solutions Advisor StageI (FSAI), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series7 and Series66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial centre where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor StageI, you will typically progress into the next role, Financial Solutions Advisor StageII, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor StageII, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We’ll help you Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success. Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series7 and Series66 licenses (63&65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &your Series7&66 within 120 Days– a requirement for the role. Build your network. Starting at a financial centre, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self‑disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Client Experience Branding 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Schedule Monday – Fridays and rotating Saturdays. Shift 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US – IL – Bolingbrook – 700 E Boughton Rd (IL2233) Pay and benefits information Pay range $28.85 – $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits 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. Privacy Statement About Bank of America 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. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency #J-18808-Ljbffr Bank of America
$70k - $80k
...Description Provide comprehensive, customized financial advice and solutions to help clients achieve their... ...product services. Maintain SAFE Act registration and comply with all background-check... ...Location: 1000 S. York Rd., Elmhurst, IL 60468 Pay range: $70,000 - $80,000 (annualized...SuggestedShift workDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeShift workDay shift
$100k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...is subject to SAFE Act registration requirements. Pursuant to the... ...advisory strategies Communicates solutions to clients that are best... ...Transparency details US - IL - Hinsdale - 118 W 1st St (IL...SuggestedShift workDay shift- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...SuggestedImmediate startAfternoon shift
$60k - $75k
...platform and top resources in the financial industry, while you nurture... ...needs, and recommending solutions FINRA Series 7 & 66... ...and hold appropriate state registrations, OR ability to acquire Series... ...scope, geographic location, candidate's relevant experience, and other...SuggestedFull timeWork at office- ...Operations Location: Oakbrook, IL (MUHSEN HQ); Hybrid position open to local Illinois candidates with part remote and part in... ...Specialist owns the full-cycle financial operations of MUHSEN — accounting... ...manage multi-state charitable registrations Ensure timely payroll tax...For contractorsLocal areaRemote work
$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your... ...investment and financial solutions to your clients? Taking ownership... ...? Skills/requirements: Candidates should have at least one of... ...Financial services registration, licensing, or certification...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $125k
...Branch Support Naperville, IL, US Summary The Naperville,... ...Edwards is seeking an Associate Financial Advisor to join our team and assist... ...planning efforts. The right candidate must be able to work across... ...also be considered. Licenses/Registration Minimum Required: Securities...Full timeWork experience placementWork at officeFlexible hours$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider... ...highly customized solutions to meet client needsRecommending... ...is subject to SAFE Act registration requirements. Pursuant to... ...Transparency detailsUS - IL - Hinsdale - 118 W 1st St...Interim roleWork at officeLocal areaImmediate startDay shift$43k - $75k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...education and experience. Canada only: Registration to sell investment products completed... ...source other than directly from a candidate. Any unsolicited resumes sent to BMO,...Contract workPart timeLocal areaImmediate startDay shift- ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned... ...and build a staff. Conduct financial solution seminars. Have the flexibility to manage their...Contract workFor contractorsWork at office
$110k - $190k
...seeking a Private Banker to join their Sales Team in Oak Brook, IL. In this role, you will partner with Financial Advisors to provide tailored cash management and lending solutions. Successful candidates will have at least 7 years of lending experience, strong relationship...- JPMorgan Chase & Co. in Bolingbrook, IL is seeking a Relationship Banker to represent the Chase brand in our branch, delivering welcoming,... ...Mobile App, Chase.com, and ATMs to help clients achieve their financial goals. You will manage assigned clients, meet with them in...
- ...with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are...Immediate startAfternoon shift
$41.8k - $57.2k
...organization, you will be based in Bolingbrook, IL. Bilingual Spanish... ...employees can thrive. We encourage candidates to connect with their... ...at improving customer financial wellbeing and creating loyalty... ...creating customized customer solutions. Managing Risk -...Full timeTemporary workPart timeWork experience placementWork at officeShift work$59k - $74k
...will develop customized financial plans utilizing a... ...providing investment solutions and growing relationships... ...a dedicated local advisor. In this role you will... ...appropriate state registrations, OR ability to acquire... ...geographic location, candidate's relevant experience...Full timeWork at officeLocal area$86k - $126k
...currently seeking a Commercial Financial Analyst to join our team in Woodridge, IL. This position follows a hybrid... ...guideline only. Salaries are based upon candidate skills, experience, and... ...OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job...H1bLocal areaRemote workVisa sponsorshipRelocation packageShift work2 days per week- Ulta Beauty in Bolingbrook, IL is seeking a Financial Analyst I to support FP&A activities, including budgeting, forecasting, and monthly close processes... ...that drive store and corporate performance. The ideal candidate has 0-2 years of relevant experience, a finance or...
$80k - $95k
...Wealth Advisor Wealth Advisor Supported with a... ...array of resources and solutions, The Wealth Advisor... ...clients to identify their financial goals, analyze their... ...Preferred FINRA Registrations ~ SRC Indicator:... ...discriminate against any candidate or employee on the...Work experience placementWork at office$17 - $29.75 per hour
...Relationship Banker Job Locations US-IL-Villa Park Category/Function... ...insight, advice, and personalized financial solutions for their clients. Relationship Bankers... ...for further advancement. Licensing or registrations must be maintained current and in good...Full timeImmediate start- LPL Financial is seeking a Senior Financial Representative for the Wealth Advisors Group in Oak Brook, IL. You will support a book of 120,000 clients, design tailored investment solutions, and drive holistic financial planning over the phone and virtually. The role emphasizes...
- ...of America’s Merrill Wealth Management offers an Advisor Development Program for aspiring Financial Solutions Advisors. The role targets high-net-worth clients... ...within a growth-driven branch environment. Successful candidates will have Series 7 & 66 licenses (63/65...
- A leading financial services firm in Lockport, Illinois is looking for a Private Client Advisor to deliver comprehensive financial planning... ...educating clients about investment solutions, and leveraging digital... ...client management. Candidates should possess relevant licenses...
- ...Wintrust Financial Corporation is seeking a full-time Relationship Banker in Chicago's Bank... ..., and recommending tailored financial solutions. You will work with Mortgage and Wealth... ...accounts and digital services. The ideal candidate has 1–3 years in customer service or financial...Full time
$70k
...Credit Analyst – To $70K – Homer Glen, IL – Job # 3502 Who We Are The Symicor Group... ...available in the market. Whether you are a candidate seeking a new opportunity or a bank or company... ...The Credit Analyst interprets & analyzes financial information and maintains borrower...Work at office$145k
...Commercial Lender – To $145K + Bonus – Elmhurst, IL – Job # 3714 Who We Are The Symicor Group... ...in the market. Whether you are a candidate seeking a new opportunity or a bank or company... ...risks. Analyzing the applicant’s financial status, credit, and property evaluation to...$80k - $90k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...specialists, and executing highly customized solutions to meet client needs Recommending... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift- LPL Financial's Wealth Advisors Group (WealthAG) seeks a results‑driven advisor to deliver investment guidance over the phone and via inbound/outbound calls, design tailored solutions, and help grow a client base of approximately 120,000. This team‑based call center environment...
$78.08k - $117.12k
...and High Net Worth segment, providing tailored financial solutions through excellent discovery skills. Candidates must possess 5-8 years of relevant experience,... ...communication skills, and hold essential FINRA registrations. Competitive benefits and a salary range of $78...
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