Financial Solutions Advisor Registration Candidate - Pittsburgh Market

Bank of America • Pittsburgh, PA

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role includes reviewing clients’ financial and investment goals, recommending appropriate products and strategies, triaging client leads and requests, and referring clients to business partners based on their needs and asset thresholds. The advisor also identifies potential clients through referrals and financial center clientele, while managing risk as part of daily work. Employees are expected to complete required licenses and training and maintain any required SAFE Act registration and background-check status. The position is open across the Pittsburgh market; the financial center assignment will depend on business needs. The new hire will train at one financial center and may initially work in a phone-based capacity until a suitable financial center location within a reasonable commuting distance is determined, subject to applicable law.

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, or equivalent.
• Ability to meet SAFE Act registration and background-check requirements for applicable residential mortgage loan origination activities.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of 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, including stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
• Recommend banking and investment strategies that align with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client 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 and, where applicable, register and remain in good standing under SAFE Act requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED