Financial Solutions Advisor Registration Candidate - Cleveland Market

Bank of America • Cleveland, OH

1d • Onsite

About The Position

At Bank of America, this role supports the company’s purpose of helping make financial lives better through every connection and its commitment to Responsible Growth. The position provides comprehensive advice and customized solutions to help clients achieve their financial goals. It involves triaging client leads, referring clients to business partners based on needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor is expected to build knowledge by completing required licenses and training.

The role may involve residential mortgage loan origination and requires SAFE Act registration, including registration with the federal registry and completion of the required background check. Employees must maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Cleveland market, with the specific Financial Center location determined by business needs. The employee will train at one Financial Center and may initially work in a phone-based capacity while a location within reasonable commuting distance of home is determined, to the extent permitted by applicable law. The role follows a Monday-through-Friday schedule with rotating Saturdays, on first shift, for 40 hours per week. Bank of America describes its culture as in-office, with role-specific flexibility.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school credential or equivalent.
• Register with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Build financial plans with clients to support short- and long-term goals, using brokerage products such as stocks, bonds, mutual funds and annuities, as well as banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or Financial Center clientele.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED