Financial Solutions Advisor

14 hours ago

Pittsburgh PA USA, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

We are seeking a Financial Solutions Advisor to join our team in Pittsburgh. As a key member of our Consumer Investments team, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Key Responsibilities:

  • Triage client leads and make referrals to business partners based on client needs and asset thresholds
  • Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
  • Apply and expand knowledge by completing required licenses and trainings
  • Mitigate and control risk as part of daily activities
  • Identify and engage potential new clients through referrals or financial center clientele
  • Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements:

  • Currently holds Series 7 & 65 licenses (or equivalent)
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

Preferred Qualifications:

  • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) plan with company match
  • Opportunities for professional growth and development

Bank of America is an Equal Opportunity Employer:

We consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law. We also prohibit discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.

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