Financial Solutions Advisor - Wealth Management Office

Bank of America • Pittsburgh, PA

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing advice and customized solutions, and supports self-directed investors with investment and saving needs. The role applies knowledge of investments, products, financial markets, policies, procedures, and processes to client needs. It owns the management, research, and communication process for resolving client issues and building client satisfaction and relationships through a disciplined, responsible approach.

The position partners with Financial Advisors to identify consumer investment opportunities, supports client conversations, and educates clients and advisors about the bank’s investment and banking products and services. It also helps with account opening and fulfillment, supports self-directed clients in Merrill Financial Advisor households, and manages a book of business with responsibility for annual reviews, relationship deepening, investments, banking, and prospect acquisition.

The role may involve residential mortgage loan origination and therefore requires SAFE Act registration and a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The position is listed as first shift, 40 hours per week, and is based at one of the listed Massachusetts or New York locations. Bank of America describes an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Depth and breadth of relationship management product and solutions knowledge and experience.
• Act as a client advocate.
• Be a self-starter who efficiently manages time and capacity.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Meet SAFE Act registration and background check requirements when engaged in residential mortgage loan origination.
• Minimum education requirement: High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor’s degree, preferably in a business-related field.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Responsibilities

• Partner with Financial Advisors to identify Consumer Investment deepening opportunities that meet client needs.
• Support Financial Advisors with client conversations and scenarios related to Consumer Investment products and services.
• Educate potential and existing clients about Enterprise investment and banking products and services, and assist with account opening and fulfillment.
• Educate Financial Advisors on the Consumer Investments platform, products, and services.
• Provide basic service and support to self-directed clients who are part of a Merrill Financial Advisor Household.
• Manage a book of business and conduct annual reviews, deepening relationships through investments and banking, and acquiring prospects.
• Manage, research, and communicate the resolution of client issues to support high client satisfaction and relationship deepening.
• Register under the SAFE Act and maintain good standing if engaged in residential mortgage loan origination.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support to employees.
• Benefits eligibility.
• Formulaic incentive plan eligibility, with incentive opportunities based on performance against defined metrics.

What This Job Offers

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