Financial Solutions Advisor - Cleveland Market

Bank of America Merrill Lynch

Cleveland, Ohio, United States
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Cleveland Market. The role involves providing comprehensive financial advice and customized solutions to clients, requiring specific licenses and experience in the investment and financial services industries. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loans.
  • This position offers a formulaic incentive plan based on performance against defined metrics and access to industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Cleveland Market. The role involves providing comprehensive financial advice and customized solutions to clients, requiring specific licenses and experience in the investment and financial services industries. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with condition)
  • Minimum one year investments experience
  • SAFE Act background check eligibility

Work Rights

Not specified

Tailored Resume

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