Financial Solutions Advisor Registration Candidate - Cleveland Market

Bank of America • Cleveland, OH

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to business partners according to their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor applies and expands their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including a background check. Employees must maintain good standing in the federal registry; 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 until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law.

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.
• Ability to register and submit to the required SAFE Act background check.

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

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management 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 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.
• Complete required licenses and training and maintain required SAFE Act registration.

What This Job Offers

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