Financial Solutions Advisor - Cleveland Market

Overview

This position provides comprehensive financial advisory services to client based on their goals and needs, including building financial plans and recommending brokerage products.

• Triage client leads and make referrals to appropriate internal partners based on client needs and asset thresholds.
• Meet with clients to review financial, investment and retirement goals.
• Build a financial plan using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend brokerage products and banking strategies aligned with clients’ financial objectives.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners.

• Current Series 7 license and Series 66 (or Series 63/65) license, or within 60 days of obtaining the missing Series 66.
• Minimum one year of experience in the investment industry with in‑depth knowledge of investment products.
• Minimum one year of experience in a financial service or sales environment where objectives were met or exceeded.
• Strong goal‑setting and achievement skills, with a proven record of building and nurturing client relationships.
• Excellent communication and client engagement skills.
• Ability to manage multiple priorities in a fast‑paced environment.
• Thorough regulatory due diligence and risk management expertise.

• Minimum three years of experience in a financial service or sales role.
• Additional professional designations such as CFP or CRPC.
• Insurance license and related experience.

• Account Management
• Client Advisory
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions
• Issue Management
• Pipeline Management
• Risk Management
• Written Communications

• Monday to Friday, 40 hours per week, with rotating Saturdays.
• 1st Shift (United States)

High School Diploma / GED / Secondary School or equivalent.

$70,000.00 - $80,000.00 per year, plus a formulaic incentive plan.

Eligible for benefits, including paid time off, and other standard Bank of America employee benefits.

Bank of America is an Equal Opportunity Employer and offers a diverse workplace welcoming all residents of the United States of America.