Bank of America

Financial Advisor – Chicago North Market

Bank of America

full-time

Posted on:

Location Type: Office

Location: Deer Park • Illinois • United States

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Salary

💰 $80,000 - $90,000 per year

Job Level

Junior

About the role

  • Works with high-net worth individuals identifying needs and developing relationships
  • Reviews financial goals and delivers comprehensive recommendations
  • Collaborates with and is mentored by Merrill Financial Advisor Teams
  • Develops a book of business to meet and exceed established performance hurdles
  • Effectively prioritizes sourcing prospective clients and capitalizes on referrals
  • Organizes and manages resources (time, people, budget) to run a productive practice
  • Completes mandated training, assessments, performance goals and continuing education requirements

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment
  • Minimum of one year experience in the investments industry, including investment training
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriate solutions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
  • Access to paid time off
  • Industry-leading benefits
  • Resources and support to impact and grow business and communities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisinvestment trainingclient sourcingperformance assessmentrelationship management
Soft Skills
interpersonal skillscommunication skillstrust buildingcollaborationgoal orientationentrepreneurial mindsetfollow-through
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license