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Client-Focused Financial Planner & Investment Advisor

Job in Lake Zurich, Lake County, Illinois, 60047, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a client-focused professional to provide customized financial solutions in Lake Zurich, Illinois. The role involves building financial plans, engaging clients, and providing thorough advice on investment products. Candidates should hold current Series 7 and 66 licenses and have at least one year of experience in the investments industry. This position offers a competitive salary with benefits and opportunities for professional growth.
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