Financial Solutions Advisor Registration - Hyde Park, IL

Job Description

As a Financial Solutions Advisor Stage I (FSA I), you will:

- Obtain Securities Industry licenses (SIE, Series 7, Series 66) within the specified time frames.

- Receive structured training and coaching from Academy managers.

- Partner with banking customers, small businesses, and higher–net‑worth clients to deliver suitable recommendations and solutions.

- Collaborate with core banking and investment partners to connect clients to broad financial services.

- Deliver end‑to‑end comprehensive advice and conduct client reviews.

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register and maintain good standing; failure to do so may result in termination.

• Ability to obtain required industry licenses promptly.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration skills.
• Results‑driven mindset, prioritizing client interests in a fast‑paced environment.
• Capacity to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Current FINRA Securities Industry Essentials (SIE) license.
• Bachelor’s degree and/or at least one year of financial services or sales experience.

• Advisory
• Account management
• Client experience branding
• Customer and client focus
• Oral communications
• Issue management
• Client solutions advisory
• Pipeline management
• Active listening
• Attention to detail
• Risk management
• Policies, procedures, and guidelines
• Client management
• Causation analysis
• Written communications

Monday through Friday with some Saturdays required.

1st shift (United States of America)

40

$28.85 - $33.65 hourly pay, based on experience, education and skill set.

Benefits eligible; includes paid time off and support for employee impact on sustainable growth.