In-office with flexible attendance based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for its Cleveland market, focusing on providing tailored financial advice and investment solutions to clients. The role emphasizes building relationships, meeting financial goals, and requires relevant licenses and experience in the financial services industry
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for its Cleveland market, focusing on providing tailored financial advice and investment solutions to clients. The role emphasizes building relationships, meeting financial goals, and requires relevant licenses and experience in the financial services industry.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included