Financial Solutions Advisor Registration Candidate – Gage Park, IL

Join Bank of America as a Financial Solutions Advisor Registration Candidate in our Chicago office, located in Cook County. This is a full-time opportunity to launch your career in financial advisory, working directly with clients to identify and recommend banking and investment solutions tailored to their goals.

About the Role

As a Financial Solutions Advisor Registration Candidate, you'll operate at the intersection of client relationships and financial expertise. This role is designed for professionals pursuing or holding relevant securities registrations (Series 7, Series 63, or equivalent), who want to build deep expertise in wealth management, investment advisory, and comprehensive financial planning while serving a diverse client base across the Chicago market.

What You'll Do

• Meet with clients to understand their financial objectives, risk tolerance, and life circumstances
• Recommend appropriate banking products, investment solutions, and wealth management services
• Prepare and review financial plans aligned with individual and family goals
• Build and maintain long-term client relationships through regular communication and ongoing advice
• Stay current on market conditions, product offerings, and regulatory requirements
• Collaborate with internal specialists to deliver comprehensive financial solutions
• Document client interactions and maintain accurate records in compliance with regulatory standards

What We're Looking For

• Series 7, Series 63, or Series 65 registration (or willingness to obtain within an agreed timeframe)
• Strong communication skills and ability to explain complex financial concepts clearly
• Customer service orientation with a genuine interest in solving financial challenges
• Detail-oriented approach to compliance and documentation
• Ability to work independently while collaborating effectively with team members
• Professional demeanor and commitment to ethical business practices

About Bank of America

Bank of America is committed to helping make financial lives better through responsible growth and innovation. As an inclusive workplace, we foster an environment where diverse perspectives drive better solutions for our clients, employees, and communities.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.