Strategic Financial Advisor & Planning Specialist
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Cleveland, OH seeks a licensed Financial Advisor to deliver comprehensive financial guidance and customized solutions, including brokerage products, to help clients reach their goals.
The role requires Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to build relationships with clients while meeting sales goals. You will work in-office with a 40-hour week and rotating Saturdays.
We are looking to fill the Strategic Financial Advisor & Planning Specialist position at Bank of America in Cleveland, OH, United States.
The Strategic Financial Advisor & Planning Specialist role at Bank of America is now open for applications in Cleveland, OH, United States.
Join us at Bank of America as our next Strategic Financial Advisor & Planning Specialist in Cleveland, OH, United States.
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