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Financial Solutions Advisor: Build Plans, Guide Investments

Job in South Naperville Area, Will County, Illinois, 60564, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
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 Naperville, IL seeks an experienced financial professional to provide comprehensive advice to clients, triage leads, and build tailored financial plans with brokerage and banking products. The role may involve residential mortgage activities and SAFE Act registration requirements.

Responsibilities include meeting with clients to review goals, referring to internal partners as needed, and coaching referral networks while managing risk in a fast-paced environment.

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