Bank of America
Financial Solutions Advisor - Fox Chapel Financial Center
Pittsburgh · Full-time · Posted Oct 5, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment; preferred: three or more years in financial services and/or goal-driven sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential product services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial services and/or sales experience in an environment where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Model-written summary · the original posting is authoritative