Inheritance & Wealth Planning Advisor (Series 7
Job in
Woodbury, Washington County, Minnesota, USA
Listed on 2026-08-08
Listing for:
Bank of America
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring Financial Solutions Advisors to guide clients in financial planning and investment strategies via a phone-based platform. You will deliver education, build financial plans, and provide solutions that align with clients’ goals and assets.
Role requires Series 7 and 66 (or equivalent) and a track record of client-focused service. Compensation ranges from $65,000 to $85,000 with an eligible incentive plan and comprehensive benefits.
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