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Investment & Financial Planning Advisor

Job in Lake Forest, Lake County, Illinois, 60045, USA
Listing for: Bank of America Corporation
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR

Job Description & How to Apply Below

Bank of America in Illinois seeks a financial advisor-like role to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, review goals with clients, and build tailored financial plans including brokerage products.

You will pursue required licenses and comply with SAFE Act requirements for mortgage origination where applicable. The role involves meeting with clients, expanding business through referrals, and maintaining strong client

We would love to welcome a new Investment & Financial Planning Advisor to our group in Lake Forest, IL, United States.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Investment & Financial Planning Advisor role at Bank of America Corporation, based in Lake Forest, IL, United States.

We are looking to fill the Investment & Financial Planning Advisor position at Bank of America Corporation in Lake Forest, IL, United States.

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