Strategic Financial Solutions Advisor

Bank of America; Cleveland (OH); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Cleveland seeks a client-focused financial adviser to help clients achieve their financial goals through tailored solutions. You will review goals, offer brokerage and banking products, and collaborate with partners to deliver comprehensive financial plans.

The role requires licensing in financial services, strong relationship-building, and the ability to navigate a fast-paced environment while upholding compliance and risk controls.

Qualifications

• Experience in financial services or sales roles.
• Ability to obtain required industry licenses.
• Strong interpersonal skills and client relationship cultivation.
• Proven ability to communicate clearly and collaborate across teams.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn and adapt to new technology.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds; mitigates risk daily.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Risk Management

Trading

Oral Communications

Executive Presence

Business Acumen

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Cleveland seeks a client-focused financial adviser to help clients achieve their financial goals through tailored solutions. You will review goals, offer brokerage and banking products, and collaborate with partners to deliver comprehensive financial plans.

The role requires licensing in financial services, strong relationship-building, and the ability to navigate a fast-paced environment while upholding compliance and risk controls.