Financial Solutions Advisor - Pittsburgh Market

Bank of America

Pittsburgh, US
On-site
Financial planning and investment strategies
Client lead triage and referrals
Brokerage product recommendations
Bank of America is seeking a Financial Solutions Advisor for its Pittsburgh market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a strong focus on client relationship management

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its Pittsburgh market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a strong focus on client relationship management.

Skills & Requirements

Must-have

  • Financial planning and investment strategies
  • Client lead triage and referrals
  • Brokerage product recommendations
  • Risk mitigation in daily activities
  • Client engagement and relationship building

Nice-to-have

  • Client experience branding
  • Customer and client focus
  • Effective communication and listening
  • Adaptability to new information

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter