Financial Solutions Advisor - Lake Zurich

Only for registered members Lake Zurich, United States

1 week ago

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Full time $70,000 - $80,000 (USD)
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 This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals Key responsibilities include triaging client leads making referrals building a financial plan recommending brokerage products Job expectations include applying expanding knowledge completing required licenses trainings
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