Financial Solutions Advisor Registration Candidate - Ohio City Center

Bank of America

Cleveland, OH, US
Base: $28.85 - $33.65 hourly; bonus/equity: not in...
In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Ohio City Center in Cleveland, OH. The role focuses on providing personalized financial advice and solutions to clients while adhering to regulatory requirements, with an emphasis on an inclusive and growth-oriented workplace culture

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Match Score: 75

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Ohio City Center in Cleveland, OH. The role focuses on providing personalized financial advice and solutions to clients while adhering to regulatory requirements, with an emphasis on an inclusive and growth-oriented workplace culture.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not incentive eligible; Benefits: Benefits eligible with industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning with brokerage products
  • Risk mitigation and control
  • Referral management based on client needs
  • Time and capacity self-management

Nice-to-have

  • Effective communication and collaboration
  • Results-driven mindset
  • Adaptability to new technology
  • Inclusive workplace culture
  • Physical, emotional, and financial wellness support

Key Requirements

  • SAFE Act registration and background check
  • Required industry licenses
  • Experience in financial services or sales
  • Bachelor’s degree or equivalent experience
  • FINRA Securities Industry Essentials (SIE) certification

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter