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Financial Planner & Investment Advisor

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-01
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

Bank of America in Cleveland, Ohio, seeks a financial advisor to provide comprehensive financial services by building financial plans and recommending brokerage products. Responsibilities include triaging client leads, reviewing financial goals, and recommending strategies based on clients’ needs.

The ideal candidate holds a Series 7 and Series 66 license, has at least one year in the investment industry, and possesses strong communication skills. The role offers competitive pay and standard employee benefits.

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