Financial Solutions Advisor

Bank of America in Pittsburgh, PA, onsite, seeks a Financial Solutions Advisor to deliver comprehensive financial guidance and customized solutions to clients, with potential mortgage loan origination.

Responsibilities

• Collaborate with clients to plan short and long term financial goals and build a plan using brokerage products such as stocks, bonds, mutual funds, and annuities, alongside banking and money managed solutions
• Recommend banking and investment strategies that align with each client’s goals and needs
• Triage client requests and refer to appropriate internal service providers based on client needs and asset thresholds
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or existing financial center clientele

Requirements

• Currently holds Series 7 and 66 licenses; if you hold 63 or 65 in place of 66, an offer may be extended with the condition that the missing series is passed within 60 days
• Minimum of one year of experience in the financial services industry and/or a sales environment with goals met or exceeded
• Demonstrated ability to set and accomplish goals and to build and nurture strong relationships
• Collaborative, able to work effectively with others to complete tasks
• Clear, confident communication with comfort engaging all clients
• Ability to manage goals, navigate complexity, prioritize tasks, and perform in a fast-paced environment
• Strong desire to learn, adapt to new information, and seek client-centered solutions
• Efficient time management and capacity planning
• Thorough in incorporating regulatory due diligence into daily activities and long-term client strategies

Weekly Schedule

• Monday through Friday with rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40

Desired Qualifications

• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Strong computer skills and the ability to multitask in a demanding environment
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Insurance licenses

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading