Financial Solutions Advisor Registration Candidate - Mt. Prospect-Golf Plaza, IL - Central Chicago M
$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 Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 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 center 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 Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, 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 Stage II, 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. 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), Series 7 and Series 66 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 Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, 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 CommunicationsRisk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Schedule Monday – Fridays and rotating Saturdays This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Mount Prospect - 1080 S Elmhurst Rd - MT. PROSPECT / GOLF PLAZA BC (IL4450) 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: 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
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...is subject to SAFE Act registration requirements. Pursuant to the... ...Portfolio Management Prospecting Referral Identification...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook... ...both existing and prospective clients.... ...highly customized solutions to meet client needs... ...subject to SAFE Act registration requirements.... ...hire qualified candidates without regard to...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$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$24 - $25 per hour
Relationship Banker - Chicago NW Suburbs - Barrington, IL Join to apply for... ...customers, using your financial knowledge to offer thoughtful solutions to help address... ...Specialists (Financial Advisors, Mortgage Bankers, and... ...Series 6/7, state registration (including 63 or 66...SuggestedFull timePart timeImmediate startAfternoon shift$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a... ...both existing and prospective clients. Additionally... ...highly customized solutions to meet client needsRecommending... ...to SAFE Act registration requirements.... ...Transparency detailsUS - IL - Hinsdale - 118 W...SuggestedInterim roleWork at officeLocal areaImmediate startDay 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...Temporary workWork at officeShift workDay shift
$21 - $28 per hour
...Wintrust delivers the sophisticated solutions of a large bank while staying... ...banking offices in Chicago, Denver, Milwaukee, Grand Rapids... ...work. Wintrust is a $66billion financial institution based in Rosemont... ...several factors, such as a candidate’s qualifications, skills and...Hourly payFull timeTemporary workFlexible hoursShift work$65k
Sr. Personal Banker – To $65K – Mount Prospect, IL – Job # 3521 Who We Are The Symicor Group... ...in the market. Whether you are a candidate seeking a new opportunity or a bank or... ...generation, and loan closing experience at a financial institution. ~Previous experience in...Work at office$100k
...based in Schaumburg, IL & Rockport, TX. Our nationally... .... Whether you are a candidate seeking a new... ...Portfolio Manager role in the Chicago, IL area. This... ...target marketing clients/prospects in accordance with the... ...timeframe upon receipt of financial information and/or...- ...strongest and most respected financial companies in America... ...support, as well as prospecting and technical assistance... ...rewarding careers. The candidate we seek must possess... ...Hilton Arlington Heights- Chicago 75 W Algonquin Road Algonquin, IL 60005 All of the...
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role... ...consultations detailing solutions best suited to the... ...successfully obtain FINRA 7 & 63 registrations within corporate-established... ...jobs in Wheeling, IL . Greater Chicago Area $15,000.00-$80,000.00...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$41.71k - $69k
...service to BMO customers and prospects. Identifies customer needs... ...and guidance regarding financial solutions that are in the best interests... ...and experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...Contract workPart timeLocal areaImmediate startDay shift$41.71k - $69k
...service to BMO customers and prospects. Identifies customer needs... ...and guidance regarding financial solutions that are in the best interests... ...and experience. Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes...Contract workPart timeLocal areaImmediate startDay shift$25.96 per hour
...Buffalo Grove, IL - 247 N McHenry Rd... ...American Bank was founded in Chicago, and over the years has... ...and opportunities for prospective and current customers.... ...register and maintain registration with the Nationwide Mortgage... ...a constructive, solutions-focused approach. Use...Hourly payFull timeLocal areaMonday to FridayShift workNight shift- ...education and advice tailored to suit their financial needs. As a Private Client Banker in... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...(SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life...Immediate startAfternoon shift
$55k
...+ Bonus – Northbrook, IL – Job # 1635 Who We Are... .... Whether you are a candidate seeking a new opportunity... ...through educating prospects and clients about the... ...conducting a thorough financial needs assessment and offering... ...a variety of product solutions to client needs. ~...- ...Business Banker – Niles, IL – Job # 1559 Who We... .... Whether you are a candidate seeking a new opportunity... ...by educating prospects and clients about the... ...conducting a thorough financial needs assessment and offering... ...a variety of product solutions to client needs. ~Being...Work experience placementFlexible hours
- Bank of America in Mount Prospect, IL is hiring a Financial Solutions Advisor Stage I to begin with the Securities Industry licensing journey. You’ll learn... ...delivering tailored financial guidance. Starting in a centralized financial center, you’ll support clients through a...Traineeship
$90k - $135k
...Action Employer. All qualified candidates will receive consideration... ...Location: Chicago, IL Position Type: Full... ...strategic, operational, and financial advice to private equity firms... ...Strategic Performance Solutions (SPS) Retail Performance...Full timeWork experience placementLocal area$20.69 - $30 per hour
...Financial Counselor Hourly Pay Range: $20.69 - $30... ...offered is determined by a candidate's expertise and years... ...Location: Evanston, IL Full Time Hours:... ...and standards for registration and billing. Verifies... ...) Skokie and Swedish (Chicago) – all recognized as Magnet...Hourly payFull timePart timeFor contractorsWork at officeMonday to Friday$235k - $360k
...keep reading. The Opportunity We have exciting opportunities for Finance associates to join the Finance & Transactions team in our Chicago , New York, Dallas, or Washington, DC office. Our cohesive and collaborative team has a diverse and unique multidisciplinary...Summer workWork at officeLocal areaRemote workFlexible hours3 days per week$48k - $100k
...advice and guidance. Our financial advisors help clients pursue the life... ...and policies. Source prospective clients and capitalize on... ...referrals. Deliver customized solutions and the full resources of... ...accepted, in lieu of 66) registrations required with 5+ years' experience...Shift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to provide financial solutions and client care. In this role, you'll acquire... ...and a commitment to supporting your career growth. Ideal candidates will possess strong client management skills and the ability...
$45.38k - $75.63k
...based in Norridge, IL at the Harlem Irving Plaza branch. Bilingual Polish... .... We encourage candidates to connect with... ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue... ...Management Problem Solving Prospecting. Retail Lending...Full timeTemporary workWork experience placementWork at officeShift work$25 - $26.77 per hour
...common purpose to help make financial lives better through... ...connecting clients to solutions that meet the financial... ...detailsUS - IL - Arlington Heights - 8... ...2243), US - IL - Mount Prospect - 1080 S Elmhurst Rd - MT. PROSPECT / GOLF PLAZA BC (IL4450), US - IL -...Hourly payWork at officeFlexible hoursWeekend workDay shift$145k
...To $145K + Bonus – Elmhurst, IL – Job # 3714 Who We Are The Symicor... ...market. Whether you are a candidate seeking a new opportunity or... ...business through client and prospect calls, referrals, and cross-... ...risks. Analyzing the applicant’s financial status, credit, and property...$1,000 per month
...Job description Financial Advisor Development Program... ...Northwestern Mutual Greater Chicago- Skokie, Elgin,... ...from the ground up. Candidates are graduating from college... ...Learn how to prospect and network to build... ...Series 6/7, Series 63 registrations About...Full timeLocal area- ...finance industry together. As a Financial Consultant Partner (FCP),... ...mentorship of a seasoned advisor, this could be the role for... ...communication skills Strong candidates will have a proven track record... ...Act background check and registration process. What’s in it for you...Local area
$80k
...Analyst – Up to $80K – Arlington Heights, IL – Job # 2165 Who We Are The Symicor... ...available in the market. Whether you are a candidate seeking a new opportunity or a bank or company... ...include: ~Reviewing and analyzing financial statements including calculating performance...Work at office$90k
...Processor – To $90K – Schaumburg, IL – Job # 3819-6276 Who We Are... ...market. Whether you are a candidate seeking a new opportunity or... ...with applicants to gather financial information for the loan approval... ...by presenting financial solutions to customers. ~Provides clerical...Work at office
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