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Financial Solutions Advisor - Build Custom Wealth Plans
Job in
South Naperville Area, Will County, Illinois, 60564, USA
Listed on 2026-08-07
Listing for:
Bank of America
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Naperville is seeking a financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend brokerage products.
Licensing and training are required, with SAFE Act registration for mortgage-related work. The role emphasizes regulatory due diligence, strong client relationships, and collaboration with internal teams.
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