Bank of America
Financial Solutions Advisor - Mayfield Heights Financial Center
Cleveland · Full-time · Posted Oct 5, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a goal-based sales environment; three or more years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends investment and banking solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year in financial services and/or a sales environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative