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Investment Consultant II: Client Advisory & Trading
Job in
Moore, Cleveland County, Oklahoma, USA
Listed on 2026-06-02
Listing for:
Bank of America
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Bank of America is looking for an investment consultant in Oklahoma to provide guidance to prospects and self-directed investors. Responsibilities include delivering financial assistance, educating clients on products, and managing client issues effectively.
The ideal candidate will have Series 7 and 66 certifications, strong customer service skills, and 1+ years in the financial industry. The position offers a competitive hourly pay range and excellent benefits.
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