Financial Solutions Advisor Registration Candidate - Pittsgurgh Market

Bank of America • Pittsburgh, PA

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Advisors apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, including registration with the federal registry system and a required background check. Employees must maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The opening covers the entire Pittsburgh market. The specific Financial Center location will be determined by business needs. The successful candidate 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 determined, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and caring, supports teammate wellness through benefits, and maintains an in-office culture with role-specific flexibility based on responsibilities and business needs.

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.
• Ability to obtain and maintain required SAFE Act registration, including completion of the required background check.
• High school diploma, GED, secondary school, or equivalent.

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.
• Skills in client experience, branding, client solutions, advisory, investment management, pipeline management, referral management, client management, customer and client focus, portfolio management, prospecting, referral identification, business acumen, executive presence, oral communications, risk management, and trading.

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, along with 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 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.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

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