Client-Focused Financial Solutions Advisor

Bank of America; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners based on client needs and assets, and review goals with clients.

The role requires meeting licensing requirements, building trusted relationships, and maintaining compliance with SAFE Act for mortgage originations where applicable.

Qualifications

• Aptitude in obtaining required industry licenses.
• Strong time-management and self-discipline.
• Experience in cultivating client relationships and assessing needs.
• Proven ability to build peer relationships through communication.
• Results-driven mindset with focus on client interests in a fast-paced environment.
• Ability to multitask and learn new technology.

Responsibilities

• Works with clients to plan their financial goals by building a financial plan with brokerage products and banking solutions.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

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

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America in the United States is seeking a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners based on client needs and assets, and review goals with clients.

The role requires meeting licensing requirements, building trusted relationships, and maintaining compliance with SAFE Act for mortgage originations where applicable.