Bank of America
Financial Solutions Advisor Registration Candidate - Pittsgurgh Market
Pittsburgh · Full-time · Posted Oct 22, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals, recommends banking and investment solutions, and refers clients to appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions.
- Recommend strategies aligned with client goals and needs; identify potential new clients.
- Triage client requests, make referrals based on needs and asset thresholds, and manage risk.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration with peers.
- Ability to manage multiple tasks, adapt to new technology, and prioritize client interests in a fast-paced environment.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative