Client-Focused Financial Solutions Advisor

Bank of America; Pittsburgh (Allegheny County); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions, helping clients achieve financial goals through brokerage and banking products. The role involves triaging leads, referrals to partners, and reviewing client goals with licensing and training required.

Position may involve residential mortgage loan origination with SAFE Act registration. Training at a financial center may start in a phone-based capacity before potential relocation to a nearby

Qualifications

• Must obtain required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to perform in a fast-paced environment while prioritizing client interests.

Responsibilities

• Plans clients' short and long-term goals using brokerage products and banking solutions.
• Recommends strategies aligned with client goals and needs.
• Triages requests and refers to internal providers based on assets.
• Mitigates risk as part of daily activities.
• Identifies and engages new clients through referrals.

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 / Secondary School or equivalent

Job description

Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions, helping clients achieve financial goals through brokerage and banking products. The role involves triaging leads, referrals to partners, and reviewing client goals with licensing and training required.

Position may involve residential mortgage loan origination with SAFE Act registration. Training at a financial center may start in a phone-based capacity before potential relocation to a nearby