Financial Solutions Advisor Registration Candidate - Pittsgurgh Market
About The Position
At Bank of America, this role supports the company’s purpose of helping make financial lives better through client connections and responsible growth. The position provides comprehensive advice and customized solutions to help clients achieve financial goals. The advisor triages client leads, makes referrals to business partners according to client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The role requires applying and expanding knowledge by completing required licenses and training. The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees in this role must register with the federal registry system, complete the required background check, and maintain good standing; failure to obtain or maintain registration may lead to disciplinary action, up to and including termination. The position is open across the entire market, and the specific Financial Center location will be determined based on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is identified, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and caring and supports teammates’ physical, emotional, and financial wellness through benefits. The company maintains an in-office culture, with role- and business-needs-based flexibility.
Requirements
- Aptitude for obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Ability to build strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Ability to learn and adapt to new technology or applications.
- High school diploma, GED, secondary school education, or equivalent.
Nice To Haves
- Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Responsibilities
- Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
- Recommend banking and investment strategies aligned with clients’ financial goals and needs.
- Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
- Mitigate and control risk as part of daily activities.
- Identify and engage potential new clients through referrals or financial center clientele.
- Complete required licenses and training while applying and expanding job-related knowledge.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
