Financial Solutions Advisor — Client Planning & Growth

Bank of America; Hempfield Township (Westmoreland County); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them meet financial goals. You will triage leads, refer to partners, and review goals with clients while undergoing required licenses and training.

The role involves potential residential mortgage loan work under SAFE Act, with registration and background checks as part of compliance. Monday–Friday with rotating Saturdays and a 40-hour work week.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Aptitude for licenses

Time management

Client relationships

Financial advice

Communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them meet financial goals. You will triage leads, refer to partners, and review goals with clients while undergoing required licenses and training.

The role involves potential residential mortgage loan work under SAFE Act, with registration and background checks as part of compliance. Monday–Friday with rotating Saturdays and a 40-hour work week.