Financial Solutions Advisor - SAFE Act Registered Candidate

Bank of America; Wexford (Allegheny County); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Services professional to guide clients toward their financial goals using brokerage products and banking solutions. You will review investment objectives, provide tailored recommendations, and coordinate referrals to the right partners to satisfy asset needs.

You will also identify potential clients, triage requests, and manage ongoing client relationships in a fast-paced, in-office environment designed to support collaboration and career growth.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Ability to multi-task and manage time in a fast-paced environment.
• FINRA SIE preferred; bachelor's degree or sales experience beneficial.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers accordingly.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Risk Management

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE (preferred)

Job description

Bank of America is seeking a Financial Services professional to guide clients toward their financial goals using brokerage products and banking solutions. You will review investment objectives, provide tailored recommendations, and coordinate referrals to the right partners to satisfy asset needs.

You will also identify potential clients, triage requests, and manage ongoing client relationships in a fast-paced, in-office environment designed to support collaboration and career growth.