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Participant Investment & Planning Advisor
Job in
St. Paul, Saint Paul, Ramsey County, Minnesota, 55118, USA
Listed on 2026-06-30
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Financial Solutions Advisor in Minnesota to engage clients in setting financial goals. This role focuses on providing education regarding investment strategies and financial planning.
Key responsibilities include triaging client requests, building financial plans, and ensuring exceptional service. Candidates must have Series 7 and 66 or equivalent qualifications. Additionally, strong computer skills, attention to detail, and client-focused approach are essential.
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