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Strategic Financial Planner & Client Advisor
Job in
Woodridge, DuPage County, Illinois, 60517, USA
Listed on 2026-06-03
Listing for:
Bank of America
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a dedicated professional in Woodridge, Illinois, responsible for delivering customized financial solutions tailored to clients' needs. Key responsibilities include triaging client requests, building financial plans, and recommending appropriate brokerage products while adhering to SAFE Act requirements.
Ideal candidates should have at least one year of experience in the investments industry, with a focus on meeting set goals and building strong relationships.
The role offers a competitive salary range of $70,000–$80,000 annually, along with industry-leading benefits.
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