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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor providing customized financial advice at Bank of America. This role involves triaging leads and recommending brokerage products to help clients achieve financial goals.
Posted 6/11/2026full-timeCleveland • Ohio • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and meeting with clients to review financial goals
- Recommending banking and investment strategies and products
- Mitigating and controlling risk as part of daily activities
- Identifying and engaging potential new clients
Requirements
What you’ll need- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Strong computer skills
- Efficiently manages time and capacity
- Strong attention to detail
Benefits
Comp & perks- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
time managementattention to detail
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license