Licensed Financial Solutions Advisor; SIE/Series
Job in
Lake Forest, Lake County, Illinois, 60045, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor Stage I in Lake Forest, Illinois, focused on enhancing clients' financial lives through tailored solutions. The role involves obtaining necessary licenses and engaging in client-facing activities within a financial center.
Responsibilities include assessing clients' financial situations, managing relationships, and delivering presentations. Candidates should possess strong communication skills, a results-oriented mindset, and relevant industry experience, as well as benefits eligibility.
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