Investment & Financial Planning Advisor
Job in
Edmond, Oklahoma County, Oklahoma, 73034, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Edmond, OK is seeking an advisor to provide comprehensive financial guidance and customized solutions to help clients reach their goals. You will triage leads, refer to partners, meet with clients to review financial and investment goals, and build financial plans using brokerage products.
Required licenses include Series 7 and 66 (or 63/65). The role involves SAFE Act mortgage loan origination responsibilities and background checks where applicable, with in-office
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