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 is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans.

Matching Summary

The role is responsible for 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
  • Chartered Retirement Planning Counselor
  • Strong computer multitasking skills

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65 with condition)
  • Minimum one year investments experience
  • SAFE Act background check clearance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter