Financial Solutions Advisor Registration Candidate - Ohio City Financial Center

Bank of America

Cleveland, OH, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial goal planning
Investment product recommendations
Risk mitigation and control
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Ohio City Financial Center in Cleveland, OH. This role focuses on providing personalized financial advice to clients while adhering to regulatory requirements, emphasizing a strong commitment to client relationships and professional development. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Ohio City Financial Center in Cleveland, OH. This role focuses on providing personalized financial advice to clients while adhering to regulatory requirements, emphasizing a strong commitment to client relationships and professional development. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client relationship cultivation
  • Referral management to partners

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Effective oral communication
  • Executive presence

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Experience cultivating client relationships
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

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