Financial Solutions Advisor Registration Candidate - Cleveland Market

Bank of America • Cleveland, OH

1d • $29 - $34 • 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 based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Advisors build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions. The role also includes mitigating risk, identifying potential clients, and completing required licenses and training to develop industry knowledge.

The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must obtain and maintain good standing in the federal registry; failure to do so may result in disciplinary action, including termination.

The position is open across the Cleveland market, with the specific Financial Center location determined by business needs. The employee will initially train at one financial center and may then work in a phone-based capacity until a financial center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. Bank of America describes its approach as an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 client 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.
• Must register under the SAFE Act and submit to the required background check; registration must be maintained in good standing.

Nice To Haves

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

Responsibilities

• Build financial plans with clients to address short- and long-term goals using brokerage products, banking solutions, 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.
• Complete required industry licenses and training.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.

What This Job Offers

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