Strategic Financial Planner & 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 experienced financial advisor to deliver tailored investment advice and banking solutions. You will triage client leads, refer to appropriate partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals.
You will build comprehensive financial plans and recommend brokerage products while pursuing required licenses and trainings, including SAFE Act considerations.
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