Financial Solutions Advisor - Pittsburgh Market

Bank of America

Pittsburgh, Pennsylvania, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must hold Series 7 and 66 licenses and have at least one year of experience in the investments industry.
  • Bank of America is committed to an inclusive workplace and driving responsible growth through exceptional talent.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65 with passing score within 60 days)
  • Minimum one year investments experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter