Bank of America
Financial Solutions Advisor Registration Candidate - Cleveland Market
Cleveland · Full-time · Posted Oct 14, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and banking and investment recommendations to clients, refers clients to internal partners, and develops new client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money-managed solutions and recommends strategies aligned with clients’ goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies prospective clients, manages risk, and completes required licenses and training.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to handle multiple tasks and adapt to new technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative