Financial Solutions Advisor - Cleveland Market

Overview This position provides comprehensive financial advisory services to client based on their goals and needs, including building financial plans and recommending brokerage products. Responsibilities Triage client leads and make referrals to appropriate internal partners based on client needs and asset thresholds. Meet with clients to review financial, investment and retirement goals. Build a financial plan using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. Recommend brokerage products and banking strategies aligned with clients’ financial objectives. Mitigate and control risk as part of daily activities. Identify and engage potential new clients through referrals or financial center clientele. Provide coaching and feedback to referral partners. Required Qualifications Current Series 7 license and Series 66 (or Series 63/65) license, or within 60 days of obtaining the missing Series 66. Minimum one year of experience in the investment industry with in‑depth knowledge of investment products. Minimum one year of experience in a financial service or sales environment where objectives were met or exceeded. Strong goal‑setting and achievement skills, with a proven record of building and nurturing client relationships. Excellent communication and client engagement skills. Ability to manage multiple priorities in a fast‑paced environment. Thorough regulatory due diligence and risk management expertise. Desired Qualifications Minimum three years of experience in a financial service or sales role. Additional professional designations such as CFP or CRPC. Insurance license and related experience. Skills Account Management Client Advisory Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Issue Management Pipeline Management Risk Management Written Communications Schedule and Hours Monday to Friday, 40 hours per week, with rotating Saturdays. 1st Shift (United States) Required Education High School Diploma / GED / Secondary School or equivalent. Pay Range $70,000.00 - $80,000.00 per year, plus a formulaic incentive plan. Benefits Eligible for benefits, including paid time off, and other standard Bank of America employee benefits. EEO Statement Bank of America is an Equal Opportunity Employer and offers a diverse workplace welcoming all residents of the United States of America. #J-18808-Ljbffr Bank of America