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Participant-Focused Financial Solutions Advisor

Job in Bemidji, Beltrami County, Minnesota, 56601, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below

Bank of America seeks Participant Services Financial Solutions Advisors (FSA) to engage participants in goal-based financial conversations. You will work in a contact-center environment, leveraging Bank of America and Merrill offerings while collaborating with business partners.

Responsibilities include anticipating participant needs, demonstrating investment knowledge, and facilitating smooth transitions. Required qualifications include Series7 and Series
66 licenses, strong multitasking skills, and a dedication to client excellence.

Compensation ranges from $65,000 to $85,000 annually based on experience, along with benefits and paid time off.

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