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Financial Solutions Advisor - Client Planning

Job in Williamsville, Sangamon County, Illinois, 62693, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Solutions Advisor - Client Planning & Growth
Location: Williamsville

A leading financial institution is hiring a financial advisor in Williamsville to guide clients in achieving their financial goals. The role includes planning financial strategies, recommending investment products, and building strong client relationships. Candidates must have Series 7 and 66 licenses (or obtain them), with a minimum year of experience in financial services. This role also involves risk management and cross-functional collaboration in a fast-paced environment.

A high school diploma is required, and the position offers competitive annual salary between $70,000 and $80,000.
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